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News & Resources


Australia and the V Shaped Recovery
News11/05/2020 | 23155 Views
Australia and the V Shaped Recovery

Hopes we will see a V shaped recovery from this recession keep looking more and more remote as the hard evidence piles up against the hope narrative.&

NIRP & Great Monetary Inflation – Buy Gold & Bitcoin - Tudor Jones
News08/05/2020 | 25986 Views
NIRP & Great Monetary Inflation – Buy Gold & Bitcoin - Tudor Jones

Over the last 2 days we have taken a journey through time on economic empires and credit cycles.  Fittingly last night delivered the perfect tail

Dalio & The End of the Long Term Debt Cycle
News07/05/2020 | 39281 Views
Dalio & The End of the Long Term Debt Cycle

Yesterday we summarised the first part of Ray Dalio’s new book preview on the rise and fall of empires over history.  Today we dive in to h

Dalio & The Fall of the US Empire
News06/05/2020 | 49472 Views
Dalio & The Fall of the US Empire

Ray Dalio, head of the world’s largest hedge fund, is famously a ‘big thinker’ macro guy who has both the ability and resources at h

Y Shaped Recovery & Record Market Concentration
News05/05/2020 | 22951 Views
Y Shaped Recovery & Record Market Concentration

Given the unprecedented nature of this economic crisis experts are understandably split on what the other side of it may look like.  The question

WGC Q1 Gold Demand Trends 2020
News01/05/2020 | 24109 Views
WGC Q1 Gold Demand Trends 2020

Yesterday saw the World Gold Council’s quarterly demand trend report drop and as always we summarise for you. Q1 of 2020 was a tale of one pr

US -4.8% GDP Just the Beginning
News30/04/2020 | 21164 Views
US -4.8% GDP Just the Beginning

Last night’s headline -4.8% GDP print, whilst worse than expected, is far from telling the real story of the US economy, itself a proxy for the

World Bullion Shortage See Premiums Spike
News29/04/2020 | 36676 Views
World Bullion Shortage See Premiums Spike

These last few months have seen demand for metal at levels not seen before.  Some of the biggest bullion dealers in Australia have struggled to m