June 16, 2024, Vol. 181
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Times Are A Changin’….
We’re changing our tune a bit here at KEDM. After spending years alone in the desert thinking that Fiscal trumps everything else, and laughing at all the recession lunatics who were shorting at the lows in 2022, we now feel that our desert island is getting a bit crowded. Too many Macro bros suddenly agree…
April 21, 2024, Vol. 173
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Our thoughts on Gold vs. Bitcoin
We picked a hell of a week to head to Cayman as MENA lit up…again. With headlines dominated by Israel we took a look at our themes dominated by long chaos and inflation and feel comfortable headed into what should be a contentious election year. Since gold was top of mind all week, we kept…
April 14, 2024, Vol. 172
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Happy Hour with Doug Casey on “Crisis Investing”
Shifting topics, I had a blast catching up with Doug on Friday. Given what is happening in the gold markets we couldn’t have timed this one any better. As we typically do for Happy Hours, we jotted down some notes for those that were unable to join live. The replay will be available next week,…
Our thinking on Gold
Since many of us are involved in the metals markets, we thought a quick “awww shucks” was needed. Yes, we like to make fun of charts, but sometimes they really do work, even if they only work when you’re drawing your lines after the fact. Here’s gold. We’ve posted this a few times now, but…
Inflation is Back
Moving on, we don’t know exactly why it happened on Friday, but after weeks of data showing that inflation was accelerating, on Friday, the markets finally started to care… Check this chart of GLD (we’re using it instead of XAU as it doesn’t have that crazy overnight wick)… XAU – ‘Ain’t she a beauty…?? We’re…
March 3, 2024, Vol.166
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