Insights

It's Show Time for the Fed

It's Show Time for the Fed

Overconfidence, complacency, recklessness and intoxication appear to characterize today's financial market zeitgeist. An unraveling of the market's speculative euphoria would constitute a near perfect environment for gold bullion and gold mining shares given that the fundamentals have rarely appeared more solid.

Insights from 2017

Just Get Tax Reform Done!

Just Get Tax Reform Done!

Senior Portfolio Manager Trey Reik takes a closer look at Trump's tax reform. Eager for the tax bill to pass, Trump boasts in a recent tweet, “It will be the BIGGEST TAX CUT and TAX REFORM in the HISTORY of our country!” We disagree. 

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Gold Equities are Currently on Sale

Gold Equities are Currently on Sale

Portfolio Manager Shree Kargutkar says, "gold is likely to benefit in early 2018 from its traditional first quarter strength."  He also explains why gold mining equities are cheap right now, and why high-quality miners are positioned for strong earnings performances.

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Precious Metals with Maria Smirnova from Sprott Asset Management

Precious Metals with Maria Smirnova from Sprott Asset Management

Maria Smirnova, Senior Portfolio Manager, discusses precious metals, and how it is getting much harder to find new deposits, given the drop-off in exploration budgets. She explains how an allocation to gold and silver in an investment portfolio can reduce volatility.

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Bridging the Performance Gap Between Gold and Miners

Bridging the Performance Gap Between Gold and Miners

Senior Portfolio Manager Trey Reik examines the interplay between gold bullion and gold equities. This relationship has been noteworthy in 2017, given an anomalous performance gap that we believe may provide investment opportunity for precious metals investors.

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Gold Glittering Alone No More

Gold Glittering Alone No More

Portfolio Manager Shree Kargutkar explains that while investment allocations to gold bullion and gold equities have been somewhat muted in 2017, we are now seeing signs of renewed interest in gold. Bridgewater Associates, the world's largest hedge fund, has been on a recent buying spree.

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Silver: An Essential Metal for the 21st Century

Silver: An Essential Metal for the 21st Century

Senior Portfolio Manager Maria Smirnova shares key takeaways from the Silver Institute’s 3rd Silver Industrial Conference that focused on “Silver’s Evolving Role in Science and Technology.” Smirnova looks at silver’s expanding role given its use in solar, automotive, electronics and healthcare applications, and explains why we are bullish on the metal.  

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Why Doesn't Gold Get the Respect it Deserves?

Why Doesn't Gold Get the Respect it Deserves?

Senior Portfolio Manager Trey Reik presents a collection of empirical evidence we view as compelling support of gold’s productive role as a portfolio-diversifying asset. He also addresses the disinterest in precious metals among institutional investors. He argues that given the current financial risks confronting investors, gold’s purchasing-power-protection seems an incredibly precious commodity.

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Cryptocurrencies: New Gold or Fool's Gold?

Cryptocurrencies: New Gold or Fool's Gold?

Sprott Asset Management’s Edward Coyne and Trey Reik explain the differences between gold and bitcoin. They discuss how gold still holds great importance in an investment portfolio, and how bitcoin may not be a safe investment choice.

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It's the Debt Stupid!

It's the Debt Stupid!

Senior Portfolio Manager Trey Reik explains we he believes that "virtually every measure of domestic and global debt is significantly worse today than at its financial-crisis peak." He recaps gold bullion's performance in August, which despite the continued fervor for U.S. financial assets, has posted solid year-to-date gains, and broke through resistance at $1,300.

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Will Receding Rate Hike Expectations Give Gold a Lift?

Will Receding Rate Hike Expectations Give Gold a Lift?

Senior Portfolio Manager Trey Reik discusses why gold has spent the past seven months in a tight trading range between $1,200 and $1,300 per ounce. Given the stored force inherent in such a trading pattern, history suggests a breakout, whether up or down, is likely to be characterized by a steep slope. The question remains, which direction will gold follow?

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Why Cryptocurrencies (Bitcoin) are Unlikely to Usurp the Role of Gold

Why Cryptocurrencies (Bitcoin) are Unlikely to Usurp the Role of Gold

Senior Portfolio Manager Trey Reik addresses the explosion of interest in cryptocurrencies, especially bitcoin. He attributes the growing interest in digital currencies to a concern shared by many gold investors: resentment over the financially repressive policies of global central banks. But the investment merits of gold and bitcoin are substantially different.

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The Case for Investing In Silver

The Case for Investing In Silver

"Silver commands an established precious-metal pedigree, while simultaneously boasting a wide array of active economic functions," writes Senior Portfolio Manager Trey Reik. This report explores silver's bullish supply/demand fundamentals and why this bodes well for higher silver prices ahead.

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Have We Reached Peak Global Central Bank Liquidty?

Have We Reached Peak Global Central Bank Liquidty?

Senior Portfolio Manager Trey Reik asks: "What is fueling this record-breaking investor complacency? We would suggest market perceptions of risk have been all but extinguished by relentless provision of central bank liquidity." He explains why gold's pullback is a reflection of persistent strength in U.S. equity markets. 

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Top-Ten Fundamentals Supporting Higher Gold Prices

Top-Ten Fundamentals Supporting Higher Gold Prices

Senior Portfolio Manager Trey Reik identifies ten market variables we view as bullish for the gold price: "With respect to precious metals, we have rarely observed such a confluence of gold-supportive technical and quantitative variables across such a wide spectrum of relevant asset classes."

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Is the Fed Worried About Irrational Exuberance in U.S. Equity Markets?

Is the Fed Worried About Irrational Exuberance in U.S. Equity Markets?

Senior Portfolio Manager Trey Reik looks at gold's lackluster performance in March: "We attribute this swift shift largely to a short stretch of particularly impassioned Fed jawboning, book-ended by the FOMC’s two crucial thought-leaders, Vice Chairman William Dudley and Chair Janet Yellen."

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