Why Interest Rates Aren't Stopping Gold

The demand for gold continues to rise as uncertainty around interest rates and geopolitical stability have more traders turning to safe-haven assets. April average daily volume for Micro Gold and Micro Silver futures increased 119% and 162% month over month. Gold's recent decoupling from yields shows the metal is being used as a trusted indicator for long-term uncertainty.

Sticky Inflation Boosts Gold

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Sentiment Speaks: Why Did Gold Go Boom?

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A Financially Deglobalized Era

Gold’s role as a universal is experiencing a resurgence relative to US Treasuries for global central bank reserve accumulations. The most ambitious infrastructure initiatives in history are poised to be highly inflationary. The last major infrastructure push in the United States occurred in 1956. Capital expenditure in natural industries has fallen short of matching construction spending.

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Gold Breaks New Highs. Will Miners Follow Suit?

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Gold Miners Are Digging In (Despite Your Disinterest)

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Glittering Gold: New Ways To Play GLD's Breakout

Gold prices surged 4% to fresh all-time highs last week as real interest rates dropped and the US Dollar Index reached a low point. China has been a net purchaser of gold for 16 straight weeks. Mike Zaccardi has a buy rating on the SPDR Gold Shares ETF (GLD) He profiles two up-and-coming gold-related ETFs that have outperformed GLD and GDX over the past year. GDE combines large-cap US stocks with a gold futures overlay and GDMN focuses on gold mining stocks and futures contracts.

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A Macro Shift At Hand

We believe we are on the cusp of a rare macroeconomic shift, like in 1972 and 2000. It should soon be the best multi-year stretch to own precious metals and mining stocks since the US dollar was de-pegged from gold in 1971. Artificial intelligence mania has caused stock prices to diverge from underlying fundamentals. Most of megacap tech companies have become too big to sustain their growth.

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