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.
Jeanine Pirro’s criminal investigation of Fed Chair Jerome Powell over a long-term, publicly reviewed Fed building project and over Powell’s related testimony is dominating the headlines. We assess market reactions and implications.
For me, 2025 was a year of accomplishments and change. Here’s to a year of navigating an eventful 2026 together!
We estimate the market-based pricing of outcomes of the forthcoming SCOTUS decision and its impact on interest rates and the term structure slope.
The Donroe Doctrine is not only about oil. For the US, it is also about national security.
David would love to hear from you. Please Feel free to reach out and send an email.