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Buying What Glitters
A late-day rally sent the S&P 500 up 0.24% to a new record high of 6,130.…
Gold
11 posts
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Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News
The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
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Bessent Follows Yellen’s Lead & Gold Price Rises To New High
The bond market relaxed today after Treasury Secretary Scott Bessent's debut Quarterly Refunding Announcement (QRA) proved to be…
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Fed's Dovish Pause Boosts Stocks, Gold, And Bitcoin
Fed Chair Jerome Powell's basic message during his press conference yesterday was that the Fed is in no…
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Market Call: Trend Spotting
Some of our best friends are technicians. Ed was at Prudential Equity Group at the same time as Ralph Acampora,…
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Geopolitical Risks Abound
The world is getting more dangerous. That doesn't seem to be having any impact on the US stock…
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Bonds, Oil, Copper, Gold & The Dollar
On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
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The Spreading War In The Middle East
Ever since Hamas attacked Israel on October 7, 2023, we've warned that the latest war in the Middle…
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Market Call: $100 Oil, $3000 Gold?
Will the current decade turn out to be like the 1920s, 1970s, or 1990s? We are still assigning subjective probabilities…
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Why Is Gold Shining Again?
Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
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Gold Losing Its Shine
Gold hasn't been a good hedge against inflation over the past highly inflationary year. That's not…
