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
"24-karat edible gold flakes"
Guys, seriously? $100 hot dogs with caviar and gold flakes? Sorry to bear the bad news, but this sounds like we need a recession to get rid of this nonsense.
wsj.com/arts-culture/f…
Technology is the solution.
I have no idea whether this particular idea will revolutionize data centers, but human ingenuity leads to breakthroughs. Here: electricity to power data centers harnessed from ocean waves, cooling provided by the ocean. x.com/spaceandtech_/…
Today's move in precious metals - and the miners - shows why it's so darn difficult to time the markets. You miss out on a day with a big move and, well, you truly miss out.
Gold up 4.4% intra-day, GDX up 7.8% as of this writing.
You might be excused to wonder: what the hell is happening at $ASA?
Read: Gold Diggers Without Mining Expertise
merkinsights.com/p/gold-diggers…
What drives populism and socialism?
Galston, referencing @greg_ip highlights that capital has been favored over labor.
IMHO the Q is what caused this and what is the fix? It was caused by a push for growth at any cost in early 2000s, followed by ZIRP.
Specifically, China
Gold is so yesterday.... that, um, it spills into tomorrow?
Central banks added 288.9 tonnes of gold in Q2. Highest since Q4 2024.
FWIW:
*TRUMP EXPECTED TO ATTEND EVENT WITH MINING CEOS FRIDAY: REUTERS
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
