WEF

March 2022

February 2021

gold zroz

Gold inflation & Co

Back in  July and August 2020, I had published  updates on the yellow metal since Silver had broken an important resistance. Here is an update of GOLD/ZROZ (US treasury 30 year zero coupon bonds) or..future long term cash! (Above chart) GDX (Gold Miners)/ZROZ. Precious metal investors (Gold Bugs) have been a bit...

December 2020

macro view

Delicate Equilibrium

The two charts are a just an illustration over time of  how  I best view  the principal driving forces behind the markets. What matters here, are the proportions and their  respective empirical evolution.  It varies  countries from countries but since we all use the same monetary/economic system, the trip is...

November 2020

princes

Resetting the Reset.

COVID 19 has exposed many weaknesses of our system. Mainstreet awareness that things are not working the way it should be, is increasing fast and the clock is ticking. In SGG’s approach, I highlight one question “Do Central Banks have such unlimited power without unintended consequences? In Princes of the...