Gold

The Investment Thesis for Gold

As countries across the world print money in response to the COVID crisis the resulting inlfation leads to investors looking for investable asstes to protect against inflation. History shows that these protective assets are gold, silver and oil. Let’s take a deeper look. Macro investing is differrent from stock picking. In the latter one looks...

Gold Target

To build a price forecast for Gold we consider the view point of gold as a store of value and compare it to the other common store of value the US dollar. This comparision is made by looking at the monetary base of the average US citizen since 1920 and comparing it to the price...

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