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
“Suppressing long-term yields doesn’t remove the economic forces that pushed them higher, and a weaker dollar would ease financial conditions and potentially add to inflation through stronger demand and higher import prices“ Bloomberg writes, referencing Citadel
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?
Become a Part of the Merk Community
Subscribe to our regular reports and research, as well as all updates relating to MERK
We adhere to a strict Privacy Policy governing the handling of your information. Opt-out any time.
thoroughly researched perspectives on the trends shaping global markets.
topics may span disruptive tech, income strategies & emerging economies.
27.6k subscribers
