Gold is now trading at more than double its early-2023 levels, with an estimated market capitalization of over USD 28 trillion. This is based on a current gold price of $4,250/oz and above-ground gold stocks of around 6.7I am a full-time investor and owner of Icon Economics - a macro research company focussed on providing contrarian investment ideas across FX, Equities, and Fixed Income based on Austrian economic theory. Formerly Head of Financial Markets at Fitch Solutions, I have 15 years of experience in ...

The S&P 500 is now up around 100% since its pre-COVID peak, delivering 115% returns when dividend payments are included. Having been bearish to varying degrees over this period, either in absolute or relative terms, it's time to reflect onI am a full-time investor and owner of Icon Economics - a macro research company focussed on providing contrarian investment ideas across FX, Equities, and Fixed Income based on Austrian economic theory. Formerly Head of Financial Markets at Fitch Solutions, I have 15 year ...

Core Viewpoint - The article discusses the potential resurgence of safe-haven demand for long-term Treasuries, particularly the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT), amid volatility in the equity markets [1]. Group 1: Market Analysis - The author suggests that the current market conditions may lead to increased interest in long-term Treasuries as a protective investment strategy [1]. - The analysis is based on macroeconomic principles derived from Austrian economic theory, indicating a contrarian approach to investment ideas across various asset classes including FX, Equities, and Fixed Income [1]. Group 2: Author's Background - The author has 15 years of experience in investing and analyzing both Asian and Global markets, previously serving as the Head of Financial Markets at Fitch Solutions [1]. - The author currently operates Icon Economics, a macro research company focused on providing unique investment insights [1].