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
Good news on inflation: a buyers' strike --- "potentially thousands of seats empty six weeks before the tournament begins...cheapest option was..$1,120. A better seat would set him back more than $4,000. Those...were the numbers set by FIFA itself." ⚽️
wsj.com/sports/soccer/…
Thank you @adamtaggart for a great post-FOMC discussion. x.com/AxelMerk/statu…
Post FOMC analysis with @adamtaggart - Fed independence/ Powell staying on / Warsh Fed / implications for markets / gold x.com/i/broadcasts/1…
.@mckonomy: aren't there some that say we might need to hike even absent of the war in Iran?
Powell: the dissents were on the downside. It's a form of forward guidance - you want to make it in a way that is sustained. We didn't feel like we need to be in a hurry
Powell: if Warsh revises the Fed's communication strategy, it's a completely appropriate thing
Powell does not give convincing case why easing bias stayed. In fact, in his explainer, he really argued it shouldn't. No wonder there were 3 dissents to ax it. x.com/AxelMerk/statu…
Q by @NickTimiraos: why is the easing bias still right? What would need to happen?
Powell: good question.
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