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Through a robust investment process, we aim to deliver truly uncorrelated returns that seek optimal profit potential within tailored investment objectives.
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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
FOMC closed-door comments by Kevin Warsh before the financial crisis on the GSEs.
Summary by Gemini AI:
I asked ChatGPT to extract all quotes from Kevin Warsh from the transcripts when he was Fed Governor 2006-2011. It only gave me select quotes, here are those from 2007:
Lagarde (only slightly paraphrased): we don't use the term stagflation because this time is different
Lagarde: we discussed in-depth whether to hike rates today x.com/AxelMerk/statu…
Lagarde: we don't know where exactly we are relative to the baseline scenario; we do know we are moving away.
90% odds of rate hike at ECB in June.
src: BBG
Lagarde emphasizes that credit conditions have tightened. It's important to note that rates have implicitly increased in face of the supply shock.
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