Articles

Gold offers protection against extreme scenarios. So extreme that it makes no sense to invest in gold in the same way as other asset classes. The actual value of gold only becomes apparent during [...]

The consensus in financial markets is overwhelmingly in favour of a weaker dollar due to the upcoming Fed interest rate cuts. While interest rates in the United States are falling, they are [...]

The euro is celebrating its 26th birthday this year, but there is little cause for celebration. On the contrary, Europe’s common currency finds itself in a precarious situation reminiscent of a [...]

While markets focus on the downside risks of the Iran war, a historic opportunity for regime change is emerging. Following Trump’s devastating attacks on three Iranian nuclear facilities, we are [...]

According to the White House, the 90-day pause on import tariffs is part of a carefully thought-out strategy, but Trump himself said he only decided on this change of course on Wednesday morning, [...]

The summer palms of Mar-a-Lago sway in the gentle breeze while a new chapter in global financial history may be written in the stately halls of this ‘Southern White House’. Forty years after the [...]

While the world eagerly watches Mar-a-Lago and the spectacle of US trade tariffs, a development that is at least as important for the global economy is taking place on the other side of the [...]

A fortnight ago, the world index traded at a new all-time high. Meanwhile, we are down about 5 per cent. There are three reasons for this pullback. Trump’s presidency plays a role in all three, [...]

Since the decoupling of the US dollar on 15 August 1971, there have been three major bull markets in gold. The first started in the early eighties when Paul Volcker was willing to risk a [...]

American inflation in January was higher than expected, immediately leading to a discussion about the consequences of monetary policy. The reason for this is that the stock market’s [...]