Why Gold Stocks Could Be a Contrarian Investor’s Dream Right Now

Published on September 3, 2024

As I write this, gold continues to trade above $2,500 an ounce after surging past the psychologically important level for the first time ever in mid-August. For seasoned gold mining investors, this should be a moment of validation. After all, the yellow metal has long been seen as the ultimate hedge against economic uncertainty.

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The Energy Transition: Building an Investment Strategy Piece by Piece

September 3, 2024
The energy transition is a polarizing subject. While everyone agrees it is an important social and economic topic, and the amount of money dedicated to it will be staggering $9.2 Trillion annually between now and 2050, not everyone agrees on what it will look like. That polarization cuts across social, political and demographic lines extends to the capital markets.

Your Portfolio and the Election

September 3, 2024
I asked my great friend and business partner David Bahnsen, who is about as politically wired as anyone and one of the truly great economic and investment minds, to reflect on the intersection of politics and markets. It is a quick, balanced, and reasonable read...