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…

Market Snapshot: May 1, 2023 The past few years have been anything but stable for the economy. Perhaps the spring season’s slow and boring stability, then, comes as welcome news for alternative investors.  Although we were spared any major rallies…

The last time the banking sector was in crisis, the price of gold surged over 25%. That was between October 2007 and March 2009, when the collapse of Lehman Brothers precipitated a global financial crisis and recession that defined a…

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…

Gold investors were ushered into the New Year well into the green, with the price of gold above $1,861 per troy ounce, up from a low of $1,769 in early December.  The yellow metal’s rally came on the heels of…

November saw a variety of economic data releases, and many weren’t that positive. Fears of inflation coupled with recession continue to bounce around the media outlets. Bloomberg Economics’ latest article warns there is going to be a global recession, led…

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…

Amid topsy-turvy jobs reports, unpredictable inflation numbers, and off-and-on recession fears, the markets have waxed and waned with investor sentiment. Let’s take a look back at how the financial markets performed over the last 30 days, do our best to…

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…