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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Bitcoin is Back, With a Vengeance

Bitcoin is Back, With a Vengeance Bitcoin, the ‘nothing’ asset is back, and it continues to rally after a strong 2023, but still not quite at all-time highs. Many are focusing on this rally to argue for bitcoin as a legitimate asset, but there are better reasons for that consideration. Bitcoin is often promoted as […]
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We Didn’t Start the Fire

We Didn’t Start the Fire… The whole world appears to be burning these days. Ukraine remains embroiled in war; the Middle East is erupting (again); mortgage rates hit 8%; inflation; the President is a bit fuzzy; the Republican House can’t find a Speaker; crime is up; the U.S. (and the entire world) is drowning in […]
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