Helping our clients achieve superior risk-adjusted portfolio performance
is Merk's mission

I'm not going to comment on the specific suits the SEC has filed against digital asset companies, but I can say that a key reason why have not entered the space is because of the legal grey areas. When we apply the concepts we live by day by day to the digital asset space, we've… twitter.com/i/web/status/1…

I'm not going to comment on the specific suits the SEC has filed against digital asset companies, but I can say that a key reason why have not entered the space is because of the legal grey areas. When we apply the concepts we live by day by day to the digital asset space, we've… twitter.com/i/web/status/1…

California unemployment rate still slow, but has been steadily rising as state suffers from tech slowdown, WSJ reports wsj.com/articles/west-…

while you enjoy equity markets rising, I don't want to spoil your mood, but do keep an eye on commercial real estate. Spreads are continuing to rise as vacancy rates continue to rise. chart shows a BBG index investment grade commercial real estate spread. 2018 through present,… twitter.com/i/web/status/1…

We are contemplating to start offering direct sales of gold coins and bars to individuals, leveraging our access to institutional pricing with low and transparent markups. If this is something you might be interested in, please DM me with your email address. Our rollout will be… twitter.com/i/web/status/1…

Take the non-farm payroll report with a grain of salt. Why? It's survey based with a declining response rate. The chart shows response rates for each May report over they years. Source: Bloomberg (Terminal subscription needed to access link) blinks.bloomberg.com/news/stories/R…

"The number of homeless people in California grew about 50% between 2014 and 2022. The state, which accounts for 12% of the U.S. population, has about half of the nation’s unsheltered homeless, an estimated 115,000 people" wsj.com/articles/calif…