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.
Slowing growth and higher prices equal “stagflation,” the worst of all possible economic worlds for policymakers (the Fed) and for those persons in the bottom leg of the K.
Climate change mitigation in America was officially reversed on February 12, 2026. The Trump-Vought-Zeldin policy is officially announced. There are known & unknown consequences. One of them could be a killer.
No one can forecast the outcome in the short term. Guess? Yes. Multiple scenarios? Yes. Forecast with confidence? No! But there is history for guidance.
In this update, we survey the implications of RFK Jr.’s leadership in US public health.
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