In Gold We Still Trust: It’s a Marathon, Not a Sprint

In Gold We Still Trust: It’s a Marathon, Not a Sprint

With the gold price settling at its lowest level since March, there’s little appetite on Wall Street for hard assets lately. Indeed, we’re seeing the opposite of FOMO – you might even call it “SLOW-MO” or “NO-MO.” It’s a dramatic shift in sentiment compared to April...
Fed Pushes the Painful Button

Fed Pushes the Painful Button

“Higher for Longer” is Wall Street’s New Buzzword Remember how the “strong consumer” was supposed to save the economy in 2023? That narrative isn’t working out too well now with high gas prices ($6 per gallon in California!) boosting inflation and shoppers reflexively...
Prepare for a Government Shutdown on October 1

Prepare for a Government Shutdown on October 1

It’s not the end of the world, but it could spell the end of the bull market in large-cap stocks. Whenever the U.S. government shuts down, there are ripple effects throughout the economy – and even a “Teflon” market will have trouble shaking off the disruptive impact....