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
And this, ladies and gentlemen, is the AI driven productivity boom… x.com/arthurmacwater…
My lesson from the Fed presser today: a lot of people don't see what is hiding in plain sight.
x.com/AxelMerk/statu…
Bloomberg's @FerroTV @lisaabramowicz1 @tomkeene lament no specifics are given which data will decide policy. But there are specifics: inflation is down, inflation expectations are down and financial conditions tighter, but not tight; economy strong.
Read: December rate hike
Warsh: "... we are tightening financial conditions..." -- present tense, an ongoing effort.
Mentions his assessment is not that the economy is running hot, adding that it's difficult to tell, but sees signs of productivity improvements, not just recently.
Warsh throws a jab at Alan Blinder's WSJ OpEd, without naming him, saying that there's time for forward guidance when faced with a serious crisis as in 2008. x.com/AxelMerk/statu…
Warsh: correlation between oil and bonds has recently broken down.
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