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
Make the Fed Great Again... @josephsternberg writes in WSJ:
• Emphasize the inflation half of the Fed’s mandate
• Shrink the balance sheet
• Ditch forward guidance
wsj.com/opinion/how-ke…
Lagarde repeatedly asked about a stronger euro. She gives the standard reply: ECB doesn’t target the exchange rate, current levels are within the range seen since the euro’s inception. On int'l use, she had a slip of the tongue, referring to the “fatality” of a stronger euro.
Lagarde's ECB presser underway/rates unchanged. Sometimes what's repeated gets my attention: Lagarde mentions transmission mechanism - that's code for eurozone spreads.
ECB rate path.. no change (note the y-axis scale, less than 30% chance of cut remainder of year; src: BBG)
Joining @bloombergtv's @carolmassar @timsteno at 2:40pm ET to de-clutter what's happening with gold, the fed, crypto and all... tune in. x.com/AxelMerk/statu…
My daughter wrote 3 songs on red tape in San Francisco: “we loved it to death”, “cut the tape” and “took the L for you (got railed)”
Enjoy!
open.spotify.com/artist/02LJIXs…
Barron's: "Fed’s Miran Resigns from White House Post"
barrons.com/articles/fed-m…
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