There has never been more to talk about at Camp Kotok. Fifty people, 51 perspectives. Stay tuned for updates this week!
We examine some statistical evidence that may be helpful in estimating the future price of gold using a present set of variables.
These are the moves: More short-term T-bills. Shorten US Treasury debt maturity. Try to force interest rates lower.
Trump has nominated Kevin Warsh for Federal Reserve chair — fine, but the administration’s attacks on the Fed need to stop. Here’s my quick take.
We thank Michael Drury, Chief Economist at McVean Trading, for permission to share some of his views on the K-shaped economy and the outlook. Discussion follows.
David would love to hear from you. Please Feel free to reach out and send an email.