Weekly Report: what happened at PGMFF last week (0408-0412)?

Weekly Report: what happened at PGMFF last week (0401-0405)?

Weekly Report: what happened at PGMFF last week (0325-0329)?

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.

Weekly Report: what happened at PGMFF last week (0318-0322)?

Weekly Report: what happened at PGMFF last week (0311-0315)?

Weekly Report: what happened at PGMFF last week (0304-0308)?

Weekly Report: what happened at PGMFF last week (0226-0301)?

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.

Is China's Economy, And Its Demand For Metals, Ready For A Rebound?

Weekly Report: what happened at PGMFF last week (0219-0223)?

Weekly Report: what happened at PGMFF last week (0212-0216)?

Industrial Metals Monthly: Nickel's Price Plunge Shutters Mines

Buy Low, Sell High

US stocks are the most overvalued among 28 of the world's largest economies. South America is a resource-rich region with incredibly undervalued markets, says Crescat Capital. Recent advancements in artificial intelligence could paradoxically have positive implications for emerging markets. The market is underestimating the potential for investors to uncover opportunities in undervalued regions.

Weekly Report: what happened at PGMFF last week (0205-0209)?

Weekly Report: what happened at PGMFF last week (0129-0202)?

Weekly Report: what happened at PGMFF last week (0122-0126)?

Asset Allocation Committee Outlook Q1 2024: Flows And Fundamentals

Neuberger Berman's Asset Allocation Committee Outlook Q1 2024: Flows And Fundamentals. Neuberger says markets have begun to price for a decline in short-term interest rates. The committee thinks it is time to deploy liquidity and lock in bond yields before they are dragged down.

Weekly Report: what happened at PGMFF last week (0115-0119)?

Weekly Report: what happened at PGMFF last week (0108-0112)?