Gold vs. Stocks in 2026: What Q1 Returns Show

The first quarter of 2026 ended with an unusually clear message: energy prices are surging, equities are suffering, and gold is holding its ground. A look at cross-asset returns shows where the conflict premium is showing up — and where it isn’t.
What Is Velocity of Currency — and Why It Matters

The Fed has created trillions in new currency. So why doesn’t inflation always follow immediately? The answer is velocity — and understanding it changes everything about how you read today’s economic headlines.
Why Is Gold Falling When the World Is on Fire?

Why is gold falling when the world is on fire? This piece breaks down the five forces behind the selloff: Iran’s oil shock, the March jobs surprise, the Fed’s stagflation trap, Goldman’s $5,400 gold thesis, and whether the safe-haven story is broken or just deferred.
