Good Reads

Gold in Pension Funds: Case studies
High quality government bonds have long fulfilled the traditional role of a diversifier in investment portfolios, offering protection during periods when risk assets have come under pressure. In recent years, however, the correlation between bonds and equities has increased significantly, raising questions about how investors should approach diversification and portfolio construction. Read on »

Inflation in Pictures
Economist Milton Friedman declared that inflation is “always and everywhere a monetary phenomenon.” If he’s right, rising prices should follow an expansion of the money supply. Turns out that they do. Here is a look at some important charts. Read on »

A Debt Spiral, Breaking Point, Doom Loop and Hard Landing. Got Gold?
The Federal Reserve’s September 2026 interest rate hike and subsequent hawkish commentary have fundamentally shifted market sentiment and is heavily penalizing non-yielding bullion. Read on »

Community News

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  • U.S. manufacturers say inflation is bad and not getting any better Link>>

  • Citigroup Raises 12-Month Bitcoin Target to $113,000 as ETF Inflows Resume Link>>

  • 16 U.S. Trucking Companies File For Bankruptcy In Less Than A Month As Diesel Prices Soar Link>>

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