Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- bitcoin
- Central banks
- geopolitics
- Fixed Income
- AI
- Asia
- gold
- europe
- Commodities
- investing
- Technology
- Crypto
- technical analysis
- nvidia
- china
- oil
- ETF
- earnings
- Forex
- energy
- banking
- magnificent-7
- Volatility
- Real Estate
- Alternatives
- apple
- emerging-markets
- switzerland
- tesla
- Middle East
- amazon
- United Kingdom
- microsoft
- assetmanagement
- ethereum
- russia
- meta
- Industrial-production
- ESG
- Healthcare
- Global Markets Outlook
- bankruptcy
- Turkey
- brics
- Market Outlook
- performance
- africa
- inflation
- Global
- Market News
Which commodities protect against different inflation shocks? Goldman regards GOLD as a decent hedge
Source: Goldman Sachs, Ronnie Stoeferle
US family offices currently allocate just 1% of their assets to commodities, including gold.
Source: UBS, Tavi Costa
BREAKING: SPOT GOLD PRICE TUMBLED BY $20 PER OUNCE AS CHINA'S PBOC STOPPED GOLD RESERVES BUILDING.
China's end-May forex reserves are $3.2320 trillion, higher than the previous $3.2008tln. Gold reserves were unchanged at 72.80 million ounces, and the value of gold reserves was $170.9bln vs the previous $167.9 bln as gold price increased in May. Source: CN Wire
BREAKING: Gold's share of global international reserves jumps to 17.6% in 2023, the most in 27 years.
Source: WinSmart, Gainesville Coins, The Kobeissi Letter
Did you know that the S&P 500 has been basically flat vs gold over the last six years? 🤔
Source: Markets & Mayhem, BofA
Hedge funds build largest long Gold position in more than 4 years
Source: Barchart
Multiple times in history, the precious metals industry was considered the largest market among global assets.
Today, however, it has shrunk so much that it's almost a rounding error. Will capital start to flow back into this industry? If yes, the impact on prices could be substantial... Source: Crescat Capital, Bloomberg
Michael Burry is back! This time he’s loading up on $10 million worth of physical gold $PHYS
Source: Barchart, CNBC
Investing with intelligence
Our latest research, commentary and market outlooks

