Random thoughts and musings on the markets. No regular updates – just when they come up. Interesting ideas? Ask us at info@jeminicapital.com
- End of the rate cycle? Gold soars.Gold has had a great 2023 Q1 surging nearly 10% to recent highs of $2,000 per ounce. A key source of demand has been central bank buying. Between 2020 and 2022 central bank purchases went up … Read more
- If Gold is going higher, these are the stocks to look at (Large Cap edition) Non ChatGPTLooking at the 2023 forecast of the largest anticipated recession ever in humankind history, it’s hard not to feel optimistic about gold prices. Obviously besides hoarding gold bars in a safe and buying ETF like $GLD, … Read more
- Watch the Forest – Markets Commentary
Watch the forest. Yes, we all want our portfolios and holdings to reach ATHs and go to the moon 🚀; nevertheless, a more valuable lesson is to be discovered from recent events…patience. As a 32 yr … Read more