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
Just caught up with @neils_C in 🇨🇦, cautioned him that 🇪🇺 will regulate 🍁 syrup.
Neils writes about gold for @KitcoNewsNOW — so next time you read about gold, put in a moment of silence for 🍁 syrup — it may never be the same again…
Post FOMC discussion with Adam Taggart x.com/i/broadcasts/1…
Few paid attention to this dovish closing statement that Warsh will at least try not to harm the labor market.
Related: a rate hike priced in by year end. Presumably in Dec to avoid pre-election hike. By then we'll have lots more data: data, not dots will dictate the next move. x.com/AxelMerk/statu…
Market reaction to FOMC: bonds haven’t fully settled, but Sep 2027 implied Fed Funds rate is 4.63 from 4.49 before the FOMC. So +14 bps despite the hike today fully priced in.
Warsh was short and to the point with his answers, limited the presser to 30 minutes. His answers were concise -- many journalists (but not all) got to ask questions.
On substance:
* Fed removing accommodation -- we are still not restrictive
* Warsh does not think labor market
Warsh: I don't think we need to do harm to labor market to achieve our objective.
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