Quarterly Market Report - Q4 2024 October 3, 2024 Categories: Asset Allocation, Bond Market, Bull Markets, Carry Trade, Fiat Currency, Gold, Markets, Quarterly Commentary, Stock Market Volatility returned to markets in Q3, while the Federal Reserve started lowering interest rate. The bull market carries on. Read more
History of Money - Introduction August 15, 2024 Categories: Money, Gold, Fiat Currency, Markets First in a series of articles covering the alchemy and history of money. Read more
Global Credit Outlook - Q3 2024 July 25, 2024 Categories: Bond Market, Bonds, Central Bank, Currencies, Government Bond Yields, Interest Rates, Gold Global interest rates remain attractive for now as central banks begin to lower rates. Read more
Russian Frozen Reserves June 27, 2024 Categories: Central Bank, US Treasuries, Geopolitics, Gold, Bonds Consequences of the United States freezing $300 billion in Russian central bank reserves. Read more