Category Newsletters

Following a red-hot New Year, the hottest alternative assets—gold bullion and Bitcoin—have undergone a price correction over the past 30 days.  For Bitcoin, this was largely anticipated as the expected SEC approval of the eleven U.S. spot Bitcoin ETFs was…

Happy New Year!  Following a blockbuster year on Wall Street, the calendar has finally turned. And so too have the market dynamics affecting retirement investors. With Bitcoin above $45,000 for the first time in 21 months and gold prices hovering…

This year’s holiday newsletter will be a bit different. Rather than a full market recap, we have very important sector-specific news to share: In December 2023, gold broke through a critical resistance point at $2,070—its previous all-time high set in…

Autumn is officially upon us. As the leaves are beginning to fall, so too is investor confidence. All around us, macro-level indicators are not looking good. It was reported earlier today that the 10-year Treasury yield, a key barometer of…

There are some worrying signs in the economy.  For one, consumer credit card debt hit a record $1 trillion in August. At an average interest rate of 20%, more and more American households are becoming financially hamstrung by their mounting…

While the S&P 500 Index enjoyed a great July, gaining about +3.1% on the month, macroeconomic prospects leave much to desire for Q3 and Q4.  Due to the failure of President Joe Biden’s student loan debt forgiveness program, millions of…

There’s talk that we’re in a “rolling recession”—one where the effects of rate hikes move throughout industries according to their vulnerability to rate hikes. First, it was tech, venture capital, and regional banking. Now it may be coming for more…

Market Snapshot: June 1, 2023 May was a slow and steady month for precious metals investors, who briefly benefited from the uncertainty surrounding the congressional debt ceiling crisis. While the Republican-controlled House and the Democrat-controlled White House squared off over…

All around the world, central banks are adding physical gold bullion to their reserves. In fact, this past January saw over 30 tons of the yellow metal added to the Treasuries of countries such as Turkey and China.  This continues…

For alternative investors, the new year started off on the right foot as gold and Bitcoin both saw large gains that coincided with strong growth for the S&P 500 and Dow Jones. Although platinum and silver dipped in value, most…

It seems that every bear market has at least one winner that manages to vastly outperform virtually all other assets. This past month, silver and palladium were the top standouts, managing to gain over 5% and 7% respectively while we…

It has quietly been an excellent month for alternative asset investors. Although, of course, you wouldn’t know from CNBC headlines or Jim Cramer soundbites.  Let’s take a quick lay of the land in the alternative assets market as of August…

Inflation shot up to 8.6% last month, the highest the CPI has been in over 40 years. As consumers and wage earners, our purchasing and earning power is eroding by the day—and the markets have certainly noticed.  It’s a bloodbath…

Another month, another bloodbath in the alternative assets market. While the S&P 500 Index held relatively steady with a (-0.04%) return over the 30-day period ending June 6th, U.S. equities saw considerable volatility and the SPX saw periods of erratic…

Federal Reserve Chair Jerome Powell announced interest rate hikes by 50 basis points in light of generationally high inflation levels. In response, the stock market spiked briefly while the alternative asset market declined by a considerable margin—likely because a steeper…

The ongoing conflict in Ukraine has disrupted global markets, and gold has once again found itself at the center of the story.  In response to Western sanctions, the Central Bank of the Russian Federation has effectively created a price floor…

Big changes are coming to our economy.  As the economy heats up, the Federal Reserve Chairs have acknowledged that they intend to hike interest rates by the latter half of 2023. Previously, they had announced their intention to keep rates…