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News & Resources


Fed Balance Sheet Reduction Incoming
News11/04/2022 | 12089 Views
Fed Balance Sheet Reduction Incoming

Late last week the FOMC minutes from the previous meeting were made public. In them we found that Fed is targeting a maximum of $95bn in balance s

World Gold Council Q1 Wrap
News08/04/2022 | 13775 Views
World Gold Council Q1 Wrap

The World Gold Council just released their figures for both the month of March and also Q1 of 2022.  Unsurprisingly given the global geopolit

Currency Wars: Competition at Work
News07/04/2022 | 14643 Views
Currency Wars: Competition at Work

In 1973 Nixon and Kissenger saved the Dollar by instating the Petrodollar with the Saudis. In return for military support from the US, the Saudi r

RBA turns hawk – what next for AUD?
News06/04/2022 | 14796 Views
RBA turns hawk – what next for AUD?

Yesterday’s Reserve Bank of Australia meeting marked a clear turning point for the Aussie central bank.  The same bank that not long ag

19 Millionth BTC Mined – How Far Have We Come?
News05/04/2022 | 13621 Views
19 Millionth BTC Mined – How Far Have We Come?

As the 19 millionth bitcoin is mined, several large public buyers have sparked renewed interest in Bitcoin as pristine collateral. Shrimps and Wha

How Gold Performs
News04/04/2022 | 12364 Views
How Gold Performs

On Friday we shared the very solid year to date performance of gold this year (and every year since 2000) in a variety of currencies.  What

More Stagflation & Recession Signals
News01/04/2022 | 13613 Views
More Stagflation & Recession Signals

On Monday and Wednesday we stepped through the setup for stagflation in the US, the now ‘baked in’ recession to happen soon and how va

Russia Accepting Rubles and Gold for Oil and Gas
News31/03/2022 | 16559 Views
Russia Accepting Rubles and Gold for Oil and Gas

Russia is demanding payment in Rubles for Oil and Gas with a number of Finance Ministers from NATO countries pushing back. German Finance Minister