Asset Allocation
The Old Tech FAANG Is Dulled, But a New Version Has Promise
Centered on surviving a bleaker world, Bank of America’s updated version has better market performance.
Tag: gold
Asset Allocation
Crypto: Not So Uncorrelated After All, Says Morningstar
Bitcoin and other virtual currencies hew more closely to stocks in downdrafts, a study finds.
Asset Allocation
Gold Demand Increasing as Stagflation Risk Looms
Record-breaking inflation combined with current geopolitical tensions are driving the trend.
Newsmakers
Endowment Index Rises 14.59% in 2021
Oil and gas commodities led all asset classes with a 75.59% gain, while gold lost nearly 4%.
Risk
Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Asset Allocation
Byron Wien: Gold Price Will Hit Record This Year
The Wall Street sage issues a prediction for the metal among his 10 expected ‘surprises’ for 2022.
Asset Allocation
Gold and Bitcoin, Seen as Opposites, Will Become Co-Equals, Says Market Savant
To Peter Boockvar, the two seeming rivals have a lot in common, and will ‘complement’ each other in time.
Alternatives
As COVID Recedes, Can Gold Maintain Its Lofty Level?
The commodity has been having a good month despite a recent report of low demand.
3 Inflation Scenarios: How Bad Could It Get?
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.
Asset Allocation
Richard Nixon Is the Father of Cryptocurrency, Says BTIG
The 37th president planted the seeds that grew into Bitcoin and its ilk today, the investment house explains.
Alternatives
What’s Going to Happen to the Gold Price?
The yellow metal, after soaring in 2020, had a rough first half this year as recovery took hold. But now…
Will Bitcoin Supplant Gold as a Store of Value?
Gold has fallen off with the rise of Bitcoin. What is the outlook for this traditional asset?
Alternatives
The Weird Reason Gold Will Head Still Higher
Oddly, ETFs that track the yellow metal aren’t gaining new money, a paradoxical bullish sign, says market sage.
How Jeffrey Gundlach Gets Ready for Higher Rates
Check out the Bond King’s model portfolio designed to hedge against inflation and—oh, yeah—deflation, too.
Market Moves
UBS: Where to Invest as the Dollar Keeps Weakening in 2021
Some asset classes stand to do very well, the bank finds, with no end in sight to the buck’s free-fall.