Helping our clients achieve superior risk-adjusted portfolio performance
is Merk's mission
Through a robust investment process, we aim to deliver truly uncorrelated returns that seek optimal profit potential within tailored investment objectives.
Investment Strategies
The strategies Merk offers include gold and gold mining.
Insights & Reports
Gold Miners: Bargains or Peaking Out?
CIO Axel Merk with Portfolio Managers Peter Maletis & Jamie Holman
Replay Now Available
Webinar held Nov 13, 2025
Tweets
This week, we got a front row seat in the delineation between Fed and Treasury. It matters.
The Fed can’t fix fiscal sustainability issues but by staying in its swim lane will allow the fiscal side to get its act together. This doesn’t mean politicians will engage in entitlement
Key points of @SecScottBessent's @CNBCnow interview:
* bond repurchases "Treasury Twist" are all about signaling. He literally says this in the opening sentence, then a few times.
* says the bond purchases could be higher (without being specific), references a broad "toolkit"
* x.com/RapidResponse4…
The lack of precision is the news. It's all about signaling. x.com/AxelMerk/statu…
I asked Grok to illustrate the Treasury buyback.
Treasury: watch this
Market: hold my beer
When push comes to shove, who is the most powerful?
FWIW, FOMC Minutes used to be released after the next FOMC Meeting - that's the better time. Releasing them between the most recent and the next meeting mostly creates noise. They represent stale information, yet gather undue market interest. x.com/AxelMerk/statu…
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