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Category: GLD

Gold Was Never an Inflation Hedge

February 16, 2022 Brian Gilmartin Leave a comment

Great chart from Mike Zaccardi on Twitter on the “developing” chart in GLD. Mike can be found on Twitter at…

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Posted in: GLD

Gold’s 10-year return: -0.21%

August 15, 2021 Brian Gilmartin Leave a comment

Per the Morningstar performance data, gold’s 10-year return turned negative this week, to -0.21% as of Friday, August 13, 2021.…

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Posted in: GLD, Gold

In a One-Way Stock Market, Look for “Uncorrelated Assets” – Part I

May 11, 2021 Brian Gilmartin Leave a comment

Channeling my inner Harry Markowitz (that’s a joke by the way, referencing the seminal mean – variance work Markowitz did…

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Posted in: Correlation, EEM, Emerging Market ETF's (EEM, Emerging Markets, GLD, Gold, Oakmark International, VWO)

SP 500 Earnings Update, and a Gold (GLD) Comment

July 31, 2020 Brian Gilmartin Leave a comment

What looks like a long-term breakout on the chart is not. The all-time-high on September 26th, 2011, was $185.85 for…

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Posted in: GLD, SP 500 Earnings Yield

Some Perspective on Gold, Perhaps Contrary to Popular Thinking

November 26, 2019 Brian Gilmartin Leave a comment

Contrary to most investors thinking that gold is primarily an inflation hedge, thinking about gold and its correlation to long-term…

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Posted in: GLD, Gold

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Fundamentalis

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  • Part I: Big Banks and other Financials Report this Coming Friday, January 13
  • 4th Quarter SP 500 Earnings / Guidance: Is There Any Reason for CEO’s to be Optimistic ?

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