Gold Seems Stuck at $1900. Are Inflationary Fears Exaggerated?
Gold is fluctuating around $1,900 amid a sideways trend in real interest rates and a decline in inflationary expectations. Q1 … Read more
Arkadiusz Sieron
US Equities: Mixed Signals, Inflation, Waiting Game
The June E Mini S&P 500 futures contract traded well early yesterday morning before the cash open. Cash traders, however, … Read more
Biden Proposes $6 Trillion Budget. Will Money Flow Into Gold?
Biden proposes $6 trillion of government spending in the 2022 fiscal year. This continuation of ultra-loose fiscal policy could support … Read more
Your Week Ahead: PMI, Payrolls, Ranges, And Higher Volatility?
Thinking back to 2007 – 2008, I remember a time when the economic data just kept coming out rosy, even … Read more
Will Gold Shine Under Bidenomics?
Bidenomics is a big departure from sound economics. But when reason sleeps, gold fortunes are born. Q1 2021 hedge fund … Read more
Russell 2000 Closes Above 50-Day SMA. Reconstitution Play!
Do you have exposure to small-cap equities? How do the small-caps measure up versus the large-caps at this moment? [soros] … Read more
Gold Surpasses $1,900. What’s Next?
Gold surpassed $1,900 most recently – and it’s likely that the rally will continue for a while. Q1 2021 hedge … Read more
US Economic Data Prints Softly, US Dollar Mostly Flat
US economic data disappointed yesterday. The SPX remained largely unaffected as the dollar remained quiet. Does this remind you of … Read more
The Shifting US Economy: AI and Automation Lead the Way
The Biden administration is 125 days old, and things certainly feel different. What strategies are you employing to take advantage … Read more
Rising Cost Pressure – What Will Mr. Powell and Mr. Gold Do?
The latest IHS Markit Flash U.S. Composite PMI signals very fast economic expansion – but also strong inflationary pressure. Good … Read more
Your Week Ahead: S&P 500 to Commodities Ratio May Tell a Story
As commodities rise, are there any clues about the direction of broader US markets? Measuring correlations can help to spot … Read more
Will Bitcoin Replace Gold?
Bitcoin’s popularity and price are rising. However, cryptocurrencies could be seen as complementary, not substitutive to gold. Q1 2021 hedge … Read more
Gold Approaches $1,900 amid FOMC Minutes and Crypto Sell-Off
The latest FOMC minutes were dovish, especially in light of the recent increase in inflation and elevated asset valuations. What … Read more
10-Year Note Yields: Opportunity To Benefit?
Given yesterday’s headlines with Bitcoin plunging, did you take a peek at interest rates? Could a stronger dollar lie ahead … Read more
Gold Rebounds After Fainting Due to Inflation Spike
Gold recovered after a downward response to the surge in inflation. What’s next for the yellow metal? Q1 2021 hedge … Read more