Primer: Triple Flag Precious Metals (TFPM US) - Dec 2025
Triple Flag Precious Metals operates under a high-margin, lower-risk streaming and royalty business model, providing upfront financing to...
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Gold 2030: Strategic Floor, Uncertain Ceiling
​Gold supply is limited, demand is shifting towards institutions, and macro factors will drive pricing between $2,800 and $7,500 per ounce.
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Triple Flag Precious Metals (TFPM) - Sunday, Dec 3, 2023
Gold is reaching all-time highs due to declining real rates. Investing in precious metals royalty and streaming companies, like Triple Flag...
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Stay Tactically Overweight Defensives; Remain Overweight Europe, Japan, & EAFE. Buys in Defensives
$93 on $ACWI continues to be a key resistance that we have discussed since early-Jan as capping upside for 2023. Stick with defensives $IXJ $XLV...
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