Analysis from Covestor portfolio manager Atlas Capital.
Gold remains an insurance policy in times of distress.
A radio appearance for the Atlas Capital manager.
The bond market may be signaling higher inflation in the offing.
We are not optimistic that a political solution can be delivered, but at least we’ve begun to see the ECB act as a provider of liquidity.
We believe that TIPS have a significant place in portfolios to protect against inflationary erosion of the monetary base.