Tag: Commodity

2020 Silver Recap

SILJ: +33.46%* in 2020 Commodities were one of the only major asset classes that had not participated in the 11-year bull market leading up to 2020. Macro factors like record… Read more »

Inflation Isn’t Dead Yet

Core CPI was higher than expected at +0.3% for July and 2.2% year over year.  Inflation expectations have taken a nose dive according to the breakeven inflation rate on TIPS… Read more »

Collateral for Excess Reserves

As featured in Bond Buyer. The minutes from the June 18-19 Fed meeting show that the Fed is considering allowing banks to use collateral, such as T-Bills for excess reserves…. Read more »

Imagine Libra as an ETF

There is a lot of confusion over Facebook’s proposed electronic currency, Libra, because, well…it is confusing.  No one, not even Facebook, is sure of how Libra will take shape.  The… Read more »