Blog

The Fed’s Demand Destruction: What It Means for You and Me

Fed Demand Destruction

If you listen to financial pundits talking about the Federal Reserve and the current state of the markets you might hear this term mentioned:  “Demand destruction.” What is it? And what does it mean for you and me? We’ll first discuss the mainstream understanding of the concept and then unpack why it’s more nefarious than […]

Gold Outlook 2023 Brief

Monetary Metals Gold Outlook 2023

This is a brief preview of our annual Gold Outlook Report. Every year we take an in-depth look at the market players, dynamics, fallacies, and drivers of markets, and finally, give our predictions for gold and silver prices over the coming year. Click here to download a free copy of the full Gold Outlook Report […]

CEO Keith Weiner Quoted in Barron’s

Barron's

Published February 2nd, CEO Keith Weiner’s commentary was featured in a Barron’s article discussing “Why Silver is Outperforming Gold” written by Myra Saefong. Monetary vs Industrial Metals Keith discusses how silver remains a monetary metal, unlike industrial metals like steel or copper. “…silver’s price correlates with gold’s better than with copper—and gold and silver are […]

How we think about gold and silver

Gold Supply and Demand

When it comes to analyzing precious metals, the right methodology isn’t immediately obvious. Fundamental analysis in stocks and bonds is well understood. One can discount cash flows, examine the balance sheet, review the income statement, look at growth prospects and arrive at a fundamental value for the company. And there is a sophisticated ratings system […]

The Anti-Concepts of Money: Wealth Effect

Anti-Concept The Wealth Effect

If you’ve read the Purchasing Power and Inflation essays from this Anti-Concepts of Money Series we can now discuss the Anti-Concept of The Wealth Effect. The Anti-Concept of The Wealth Effect Here is the definition of wealth effect from Wikipedia:  “The wealth effect is the change in spending that accompanies a change in perceived wealth.”  […]

Reflections Over 2022

Reflections

The life of an entrepreneur is not what most people would call “normal”. I don’t refer to the guy who buys a fast-food franchise. Nor to the gal who builds a chain of hair salons. Nor to the folks who have law or accounting firms. These are all entrepreneurship. I don’t know a lot about […]

The Current Yield Curve Inversion, Explained

Gold Exchange Report

The yield on the 10-year bond recently fell below the rate paid by the Fed on bank reserves. That is, a bank gets paid more to lend to the Fed for a day than to lend to the Treasury for ten years. There is not merely an inversion between the 2-year and the 10-year bonds. […]

Keith Weiner Interviewed on Ticker News

Ticker News

CEO of Monetary Metals Keith Weiner joins Ticker News Insight to talk about the emerging success of Monetary Metals’ gold bonds, failing fiat currencies, and what investors should expect from gold. Ticker News Insights focuses on the best of businesses minds from all around the world. Why might investors choose gold as a hedge to […]

The Bitcoin Perfection Problem

Bitcoin Perfection Problem

We were going through some old bitcoin articles and realized we had a draft of an article Keith wrote that we never published. Better late than never! We hope you enjoy.  Listen to the audio version of this article here. The History of Technological Innovation Bitcoin has an intractable problem, and it is intrinsic to […]

Sam Bankman-Fried FTX’ed Up

Sam Bankman-Fried FTX’ed Up

You can listen to the audio version of this article here. Last week the cryptocurrency exchange FTX, which was recently valued at $32 billion, imploded. While the tragedy continues to play out, let’s summarize what has happened so far: FTX is a cryptocurrency exchange, co-founded by Sam “SBF” Bankman-Fried. FTX enables customers to make leveraged […]