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Druckenmiller Bets Against the Dollar. What Does That Mean for Gold?
Gold vs. the Dollar After hitting an all-time high earlier this month, gold is finally feeling some pressure. The dollar index (which tracks the strength of the US dollar against other leading fiat...
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The Gold/Stocks Ratio Provides Opportunities
What Recession? Markets Party Like It’s 1929. With all the bearish signals throughout this year and last, it would seem that the recession is nigh. And yet, stocks continue to rally. Last Friday, the...
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Strong Earnings Hide Looming Bank Crisis
The sun is shining and happier days are here again in banking… maybe. After the banking crisis this spring, earnings look surprisingly strong in the banking sector. JPMorgan Chase reported net income...
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Credit Rating Troubles Put a Shine on Gold
The US dollar has been rising since mid-July. Gold has given up about half of its gains from earlier in the year, but it is still up 5.5% in 2023. Silver is currently headed for the floor of its...
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Real Yields and Gold: What’s Next?
Gold and Silver Performance Gold has followed a strangely linear decline over the last month, but has finally broken out of its narrow channel to the upside. Traders are taking advantage of lower...
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Gold: Growth Asset or Insurance Policy?
Markets at a Crossroads Inflation has fallen from its peak, but remains stubbornly high. The question for gold investors is: will real yields (nominal yields minus inflation) start to stagnate or fall,...
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Rising Defaults on Cars, Cards, and Corporate Debt: Consequences of Free Money?
Corporate delinquencies on the rise With pandemic loans and low interest rates now behind us, companies now find themselves straining beneath their accumulated debt burdens. “Default” means that a...
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Metals Take a Dive as Yields Continue to Shoot Up
Both gold and silver took a dive last week as markets were hit hard with rising interest rates. Gold is down 6% since the end of September, while silver declined by over 10%. On Wednesday, the yield on...
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Gold Jumps Above $2,000 on Israel Conflict and US Debt Troubles
Gold prices have surged over 10% in the last three weeks, primarily due to two factors: Israel-Gaza conflict — the war in the Middle East has investors reaching for gold’s promise to provide a reliable...
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Gold Steps Back After Spiking to Record Highs
The spike was short-lived, as gold subsequently dropped back down to $2,030 per ounce — just below its previous peaks in August of 2020, March of 2022, and May of this year. Gold’s breakout warrants...
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