From the HRA Special Delivery: Issue 1252 While gold continues to fight back and hold the +$2000 price range, sentiment is bad. It’s hard to compete with AI and chip companies that add market cap equivalent to the GDP of many countries in a single day. I really don’t like the idea of an “us
Navigating the Crossroads: Reflections on Gold, AI, and Market Dynamics Read More »
From the HRA Special Delivery: Issue 1238 Happy New Year! As it turned out, I was not able to organize the planned zoom call with LUCA. We couldn’t make dates work and Struthers had software and hardware issues. We will be doing that on Tuesday, but it’s getting pretty silly waiting for it. I plan
Start of 2024 Market Comments Read More »
From the HRA Special Delivery: Issue 1225 – Nov. 29, 2023 The past week had one of the biggest changes in market tone we have seen for a long time. The change is exemplified by Wall Street’s recent nemesis, the 10-year yield. The chart below shows the steep pullback in the past few sessions. As
Goldilocks Returns Read More »