⛏ Q2 GDP Revised Sharply Higher To 3.8%

G&R: Why We Believe Gold Could Double from Here
At Goehring & Rozencwajg, we take a contrarian, research-driven approach to natural resources investing. In a recent conversation on Money Life with Chuck Jaffe, Adam Rozencwajg, Managing Partner at G&R, explained why we believe the rally in gold is far from over. Read on »

Q2 GDP Revised Sharply Higher To 3.8%, Best Quarter In Two Years
It started off as 2.960%; one month later it was revised higher to 3.290%, and moments ago the Bureau of Economic Analysis reported that Q2 GDP was revised once again, and even higher this time, to a whopping 3.830%, the highest print in nearly two prints, since the 4.70% in Q3 2023, and primarily reflecting an upward revision to consumer spending. Read on »

The World According to Gold: Goodbye US Treasuries
The premise was simple: the full faith and credit of the United States government was, in practice, unimpeachable. It was the elite risk-free foundation upon which portfolios were anchored. But that era is drawing to a close. A slow, grinding, but unmistakable rotation is underway. Read on »

• CNBC Finally Notices Gold But Gives Bad Investment Advice Link>>

• Gold pares gains as weekly jobless claims fall, investors eye key inflation report Link>>

• Barclays warns mining earnings could fall 25% from nature-related risks Link>>

• Copper Fundamentals Prevail After Tariff Turmoil Link>>

• The Implications of Oil and Gas Field Decline Rates Link>>