Alternatives
Private markets, alternatives, and portfolio diversifier coverage for advisor-client conversations.
- Alternatives
Silver’s 800 Moz Shortfall Meets a 2034 Reality Check
Capex down 32%. NPV up 18%. IRR up three percentage points. Mine life more than doubled.
Golden Meadow - Alternatives
Tension Builds Across Markets as Dollar Holds Line and Metals Begin To Turn
The dollar is fighting to hold key support and push higher, while gold is starting to show the first real signs of weakness after a bigger rebound.
Anna Radomska - Alternatives
Dollar Weakness Deepens While Copper Sets up for a High-Stakes Move
The dollar lost key levels and confirmed weakness, while copper quietly moved into a technical spot that could define its next bigger move.
Anna Radomska - Alternatives
New SEBI Rule Opens Door To Massive Silver ETF Inflows in India
For the first time, India's mutual fund industry can include silver in equity and hybrid portfolios. Here is what that means in concrete numbers.
Golden Meadow - Alternatives
Dollar Strength Returns as Gold and Silver Stall at Key Inflection Points
The dollar just pushed back above the psychological 100 level, while gold and silver are… hesitating.
Anna Radomska - Alternatives
Tension Builds Across Markets as Dollar Stalls and Silver Drops Fast
The dollar is pushing into resistance after a controlled rebound, while gold and silver are already reacting - and not in favor of the bulls.
Anna Radomska - Alternatives
Markets Misread Iran Developments as Oil Points To Fresh Volatility Ahead
Technicals and let them guide me, but in this case, what we see on the fundamental front aligns with the above, so I thought it would be worth sharing.
Golden Meadow - Alternatives
Something Isn’t Adding up in Oil Markets Right Now
Since hostilities began in the Middle East three weeks ago, I’ve urged investors to stay calm and resist the temptation to panic-sell.
Frank Holmes - Alternatives
Precious Metals Sell off as Stocks Teeter on a Critical Level
I’ll tell you about the markets that likely triggered the moves in the PMs. You might find this valuable as well.
Golden Meadow - Alternatives
Silver Drops 17%—but Nothing That Matters Actually Changed
The dot plot delivered the bearish scenario on March 18. Silver fell. And the structural forces underneath the market didn't move by a single ounce.
Golden Meadow
