Gold
Gold Secular Bull Market Intact, Target Price $5,500/oz
Gold's Resilience Despite Weak Physical Markets in India & China Gold continues to behave in a resilient fashion having been…
Fed’s License to Overshoot on Inflation
The US Treasury bond market has started to sell-off in recent weeks, in line with the base case here of…
Gold Standing Strong Through Market Volatility, Bitcoin is the Catch-Up Trade
https://youtu.be/cwEmiyDo_bI There's no question that gold has been incredibly resilient through this recent market downdraft. From August 31st to September…
Trump’s Future Depends on the Path of COVID-19
European Fiscal Union & US Dollar Weakness There have been several reasons why the US dollar has weakened in recent…
Fed Yield Curve Control will Drive the US Dollar Lower and Valuations of Growth Stocks Higher
Barbell Strategy of Cyclical & Growth Stocks The base case remains that cyclical stocks will enjoy renewed outperformance, as they…
Silver and Gold Equities are the Hedge, Irrespective of a 2nd Wave of COVID Materializing
COVID-19: Divergence between Cases and Deaths The “second wave” concerns have continued to accelerate, most particularly in America. Still, this…
The Weekender – July 26th
THE JAPANESE MARKET IS GEARED FOR A V-SHAPED RECOVERY Grizzle strategist Chris Wood lays out some compelling reasons for why…
Europe is the Cyclical Catch Up Trade & Gold is the Hedge
Powell Leaves Wiggle Room for Negative Rates CPI inflation in the US has not yet turned negative on a year-on-year…
Titans of Gold: Exclusive Interview with Sean Boyd, CEO of Agnico Eagle (AEM)
Grizzle had the pleasure of sitting down with one of the original titans of the gold mining industry, Sean Boyd,…