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  • Here’s why the Ukraine war is a game changer for gold and bitcoin

    March 28, 2022 • Nation states and individuals alike are waking up to the reality that the post-1971, globalized financial system has been replaced by a complex order where the only true stores of value are instruments that are not anyone else's liability. 
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  • Gold breakout!

    February 14, 2022 • Gold seems to have broken out of its descending pattern started in August 2020. While the movement could be ascribed to geopolitical instability, the simpler and more compelling narrative is that the investment case for storeholds of value keeps getting stronger as inflation and debt debasement takes center stage. 
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