Good Reads
U.S. Politics: Noise, Then Chaos
Now we face two years of noise, as newly emboldened Democrats push policies resembling those that have landed Europe on its cultural and financial deathbed, most of which will be blocked by a lame duck president whose only remaining weapon is a veto pen. The result: “sound and fury” gridlock that produces headlines but little actual change. Read on »
After 60/40: What if Traditional Equity Portfolio Diversifiers Are Falling Short?
It’s no secret that public equity markets have become increasingly concentrated. A handful of mega-cap technology companies command an outsized share of index returns. But what if common ways to diversify concentrated equity positions are falling short? Read on »
Why Gold Crashed Below $4,000
Gold’s sharp Friday sell-off caught investors’ attention. The metal fell below $4,000 an ounce even as bond yields declined and the U.S. dollar weakened modestly, conditions that would usually support gold. Read on »
Community News
Life After AI: Where The Money Is Now Moving Link>>
Poland central bank chief leaves door open to more gold buying after hitting 700-ton target Link>>
Here’s what the Democratic election rout could mean for the U.S. economy Link>>
Four Key Bipartisan-Backed Bills to Cut U.S. Reliance on China Link>>
Central Banks Keep Buying Gold, Most of It Off the Books Link>>
