The Devil’s Advocate: Gold’s Best Arguments Have Weakened
With safe bonds paying around 5% and some governments selling, the strongest honest case that gold’s long-term argument has weakened.
The Devil’s Advocate: The Picks-and-Shovels Trade Could Disappoint
If AI keeps getting cheaper and the spending wave slows, the bottom of the AI ladder may be where disappointment lands first.
The Devil’s Advocate: A Gold ETF Beats a Bar in Your Drawer
The strongest honest case that, for most people, a big audited gold ETF is cheaper and safer than physical bullion.
The Devil’s Advocate: The War Was the Story All Along
The strongest honest case that the war and the bond market are one story, and that bonds deserve more respect.