Good Reads
Gold price falls nearly 2% as Middle East tensions escalate again
Gold prices fell almost 2% on Monday as re-escalating tensions in the Middle East continue to fuel concerns over inflation and expectations of elevated interest rates. Spot gold set a weekly low of $4,450/oz. during the early trading hours, before paring some losses. Three-month futures in New York also declined, holding just above $4,500/oz. Read on »
An Overlooked AI Trade…
Kuppy talks about a macro trend that seems to have real tailwinds. One that was already accelerating before AI became prominent, but may become a major beneficiary of AI adoption. Interestingly, unlike many of the other popular AI beneficiaries, I think this one trades at a single-digit adjusted cashflow multiple looking out a few years. Read on »
Gold Waits as Global Markets Tempt the Unprepared
2026 is screaming “Uh-Oh” signals from nearly every sector and asset class with alarming yet eerily ignored clarity. This explains why the longer-term case for gold couldn’t be more obvious, regardless of natural price retracements in the near-term. In fact, if global financial conditions were not otherwise so disturbing, this historical moment in time would be fascinating. But rather than just say this, let me show you. Read on »
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