I’ve written about gold several times. In November I did a talk here in Sarasota about the history of gold, what it’s doing today, and what we might expect for the future of gold. Here’s a YouTube recording of that presentation. Special thanks to Norm Dempsey for recording and editing this video.
“Gold!”
Link: https://www.youtube.com/watch?v=63pagOecoes
A transcript of the presentation, with slides, is also available. We hope you enjoy.
As this morning’s headlines suggest progress toward ending the Iran War, I reflect on the markets, a measure of hope, and the enduring problem of the IRGC.
We compare the US blockade of the Strait of Hormuz with selected blockades from WWI to the present and identify some limits of using economic isolation in a war ceasefire scenario.
Rapidly developing war-related negative sentiment sinks global stock markets. Then, a reversal and a powerful rally occur. The S&P makes a new high in record time. How to see this volatility? What I do with stock vol.
Only a political ignoramus can ignore the burning up of the planet.
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