Soundings

Gold

Drawing from the nautical practice of measuring depth, Soundings explores the underlying forces, risks, and opportunities beneath the market's surface..

Browse by Topic:

All Posts
AI
Alternative Investments
Commodities & Real Assets
Crypto
Equities
Fed Policy
Fixed Income
Gold
Growth
Hedge Funds
Impact
Inflation
Investing
IPOs
Macroeconomics
Market Concentration
Market Conditions
Oil Prices
Private Credit
Private Equity
Tide Cycle Updates
U.S. Dollar

Liquidity

April 2026

Gold's sharp sell-off reveals an underappreciated truth: liquidity is only valued once it's scarce.

Gold Math

February 2026

Gold's best month in 40 years ends in a sharp reversal. What investors do next depends on why they bought it.

What happens after a national mid-life crisis?

September 2025

If the U.S. matures like Europe or Japan, here's what a 50-year portfolio might hold.