Making The Most Of The New Gold Cycle

ChiccoDodiFC/iStock via Getty Images There are three supporting themes driving our conviction that the timing for investing in gold, silver, copper, and other metal exploration stocks has never been more compelling: In our analysis, the unsustainable debt and government deficits in developed economies make inflationary pressures intractable and fiat currencies more susceptible to debasement than…

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The Fed Is At Risk Of Making A Big Mistake

Chip Somodevilla On the first day of Powell’s testimony, not much happened, and he failed to take control. There was very little that was new. This comes despite continued signs of inflation reaccelerating and robust economic data. If the Fed is correct in its assessment that inflation will return to target, the unemployment rate will…

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AT&T: Finally Making Wise Moves (NYSE:T)

Toby Jorrin A key to any business is to make transactions that set the company up for success. For a long time, AT&T (NYSE:T) has been trapped into paying escalating prices for wireless spectrum that provided the company no real economic benefit. My investment thesis remains Bullish on the stock, as the telecom giant appears…

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