Gold is one of the best-performing asset classes so far this year, outperforming US and international equities and bonds, commodities and other real assets. Earlier in the year, gold’s strong returns were driven by continued central bank buying and escalating geopolitical tensions. More recently, the Fed’s shift in interest rate policy and renewed investment demand…
Don’t Stop Believin’
The winner of America’s Got Talent 2024 has been revealed because apparently, the talent was so big it could not stay hidden. Who says miracles do not happen? At 55, Richard Goodall has gone from mopping floors to rocking out! He got married, won a cool million dollars, and even performed “Don’t Stop Believin’” alongside…
Fed’s major rate cut a blunder
If you are buried under your own portfolio, or just find global markets as captivating as a reality TV show, you have probably heard three dozen hot takes on the recent Fed rate cut. The Fed is now on a path to cutting interest rates, and investors are cheering. It is easy to weigh in…
Back to school
Geopolitical risks always get a lot of attention. We see a lot of headlines. This time might be different. We never know. In this webinar, I will present a series of insightful charts to explore the current geopolitical tensions, particularly in the Middle East, and analyze their potential impact on global markets. I will also…
When conflict strikes
We are currently navigating a world fraught with multiple military conflicts, including the largest in Europe since World War II. JPMorgan CEO Jamie Dimon believes that too much attention is being given to the soft landing-hard landing debate, warning that geopolitical tensions are the real threat. In his view, these tensions could shape the free…