[Click image to enlarge]

August 26, 2022

Gold and its role in a portfolio is in question, as it has not provided the typical hedge against inflation and drop in markets.

Interestingly, gold has performed as expected for international investors. I guess investors weren't expecting a +13% increase in the US Dollar.

Source: @Gavekal

Related Resources

Markets Anticipating Rate Cuts in 2023

Markets Anticipating Rate Cuts in 2023

Lockdowns Slowing China Economy Drastically

Lockdowns Slowing China Economy Drastically

The Challenge of Broad-Based Inflation Drivers

The Challenge of Broad-Based Inflation Drivers