02 Mar 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: February 2021

Last year it feels like all we talked about was the rough performance of commodities and now we’re reading headline after headline of a 2021 commodity supercycle “driven by stimulus spending and a weaker US dollar” (SP Global). Up 15% for the year already, I think we’ll be talking about commodity performance for a good […]

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25 Feb 2021

Gold’s Not-So-Boring-Cousin: Silver

Just about 6 months ago we were talking about how Silver had rallied about 100% since the March lows, saying rather sarcastically: What’s going on – did Silver become a SAAS company in search of a ludicrous P/E multiple? No. This is overflow and unintended (or maybe intended) consequences of printing all that money for […]

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