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What Gold Reveals About the Federal Reserve and the Fragility of Modern Finance

What Gold Reveals About the Federal Reserve and the Fragility of Modern Finance

This week, the Federal Reserve held interest rates unchanged for a fifth consecutive meeting. While the markets anticipated the decision, they reacted sharply to the nuance (If it can be called that) in Jerome Powell’s post-meeting remarks. Two Federal Open Market Committee members, Michelle Bowman and Christopher Waller, broke from consensus and called for rate […]
Speculative Frenzy and Stagflation: The Flight to Gold

Speculative Frenzy and Stagflation: The Flight to Gold

If you believed the bond market was the only casualty of monetary excess, look at equity markets. The S&P 500 is flirting with record highs, yet the advance is precariously narrow. Valuations on megacap technology firms evoke memories of the dot‑com bubble, while underlying economic indicators flash amber. Margin debt, where money investors borrow against […]
Short-Term Politicians, Long-Term Lives: Why Gold Still Matters

Short-Term Politicians, Long-Term Lives: Why Gold Still Matters

In 44 BC, a Roman statesman named Cicero stood before the Senate and lamented a growing malaise in public life. “The budget should be balanced,” he argued. “The treasury should be refilled, public debt should be reduced… and the assistance to foreign lands curtailed lest Rome become bankrupt.” You can almost hear him in committee […]
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