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

That’s easy… you add gold to a portfolio?!

Historically, gold has added value as a diversifier.

The reluctance folks have is why this non-income producing asset should be in tomorrow’s portfolio.

“The White House Made Fixing Intel Its Pet Project. It’s Working.” WSJ’s @RWhelanWSJ writes.
It helps that Intel has great technology. Still a bad idea because the next administration may also make Intel a pet project.
Call me a capitalist if you wish (I’ll take that as a

Unpopular opinion: the Fed has credibility.

There's plenty to criticize about past conduct, but if there truly were no credibility, it would manifest itself in the market rather violently. x.com/NickTimiraos/s…

In the Straight of Hormuz, with the "cease fire over", there will be

My latest on $gold

Tips for dealing with heat this long weekend.
Impressed to find this in the WSJ -- what a UPS truck driver does to deal with the heat.
A big 👍 to all tips - a worthy read to anyone spending time in the heat. 👇
@estherfung wsj.com/lifestyle/work…

Warsh at ECB forum, touching on AI (without being asked): I much rather have companies invest massive amounts than engage in financial engineering with share buybacks.