Retail Market (Still) Mostly Ignores the ‘Hedge Against All Human Stupidity’
Central banks defy rising yields with structural gold buying. Discover why gold holds over $4,000 despite high Treasury yields.
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Will the Fed hike rates in September? Key PCE inflation data and Jackson Hole could redefine policy expectations.
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Central banks defy rising yields with structural gold buying. Discover why gold holds over $4,000 despite high Treasury yields.
Despite rising yields, gold ETF demand holds firm near multi-year highs. Explore why central bank buying keeps a $4,000 price floor.
Why Treasuries offer no real return: Peter Schiff breaks down rising national debt, stagflation, and the commodities refuge.
Independent wealth management firm Apriem Advisors released its 2026 market outlook, expressing optimism on economic resilience driven by AI infrastructure spending while cautioning investors about underappreciated risks. The firm remains overweight equities with a cyclical tilt but warns of potential LLM revenue slowdown, elevated government spending effects on Treasury yields, and political/Fed uncertainty heading into Q4. Key guidance emphasizes diversifying return sources to avoid correlation risk.
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TLT hits a 52-week low as investors pour billions into the Treasury ETF. It's like a bowl of ice cream and "you're starving," Balchunas says.