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Tag: gold

Gold thesis intact after ATHs

August 2, 2020

Subsequent my March 2020 post “Protect Capital: The Case for Gold” the yellow metal has rallied 20% to all-time highs of $1975/ounce. Record highs incorrectly suggest to some that gold is expensive and that the rally is long in the tooth, but evidence refutes this inclination. Volatility and drawdowns should be expected, but current gold … More Gold thesis intact after ATHs

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The Monetary Sin of the West

June 11, 2020

The 1920s-1930s and 1960s-1970s are two periods with remarked monetary disorder, similar to today. After reading Rothbard’s America’s Great Depression, I read French economist Jacques Rueff’s “the monetary sin of the west” to gain a few insights on the 60’s. The world was meant to be on a gold standard during both the 20s and … More The Monetary Sin of the West

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