Gold Bubble?

Gold Bubble? For most of 2025, investors appeared to be fixated on whether we are in an AI bubble. However, despite gold outperforming the mega-cap tech stocks (the “Magnificent 7”) over the past two years, few have questioned whether we are in the midst of a gold bubble! The Wall Street Journal addressed the huge […]
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The Penny Finally Succumbs to Inflation

Inflation Wins, The Penny Loses The old saying “It’s not worth a penny” implied that something was worthless. I guess even a penny isn’t worth a penny anymore. This week marked the end of an era when production of the penny (which costs four cents to make) ceased production permanently. The penny is still legal […]
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Will Gold Continue to Glitter?

Will Gold Continue to Glitter? All the talk these days seems to be about the dominance of AI stocks in the stock market, but they aren’t the only game in town. Thus far in 2025, gold has outperformed Nvidia and the hyperscalers, climbing above $4,300/oz. this week, and gold remains the top performing asset class […]
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About-Face

About Face The governmental about-face on Bitcoin and crypto currencies in general has been quite astounding. The Biden administration had been a roadblock to general acceptance of Bitcoin, but that began to turn in 2023 as the Treasury Dept eased their stance against Bitcoin ETFs (which eventually started trading in early 2024). The governmental concern […]
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The Good, The Bad and The Ugly

Bet You Didn’t Know With all the attention on the stock market, we bet you didn’t know that over the last 5 years, gold has outperformed the S&P 500! The recent very strong performance of gold is very unusual. What’s driving this unusual occurrence?  We see it as: The Good, The Bad and the Ugly […]
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Gold is Money, Everything Else is Credit.

Gold is Money, Everything Else is Credit. Gold’s traditional role in portfolios is as a haven in times of stress or perceived high risk on a shorter-term basis and longer term as an insurance policy against a decline in the value of the dollar. Gold’s recent run is interesting because it has come in the […]
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