Helping our clients achieve superior risk-adjusted portfolio performance
is Merk's mission
Through a robust investment process, we aim to deliver truly uncorrelated returns that seek optimal profit potential within tailored investment objectives.
Investment Strategies
The strategies Merk offers include gold and gold mining.
Insights & Reports
Axel Merk
What Is Holding Miners Back?
CIO Axel Merk with Portfolio Managers Peter Maletis & Jamie Holman
Replay now available
Webinar held May 20, 2025
Tweets
Unpopular opinion: credit conditions are too loose.
Chris Waller argues the reason the economy doesn't show more weakness is because both supply and demand of labor have declined simultaneously.
In speaking with @tomkeene, Chris Waller showed why he is more of the same if he were to become Fed Chair,
* giving forward guidance
* downplaying monetary policy lag
That is
-> continued flawed communication strategy
-> no overhaul of policy making framework x.com/AxelMerk/statu…
What do fracking & data centers have in common?
They are private initiatives. Part of what made fracking a success is that property owners own the mineral rights on their property.
A family engaged in fracking now builds a data center on its ranch.
wsj.com/tech/ai/west-t…
The @WSJopinion laments that Macron caves in on pension reform. The real blame, though, must go to the ECB, as they enable irresponsible fiscal policy by providing a backstop preventing market discipline.
wsj.com/opinion/france…
Inflation feels good at first...
Debasement feels good at first...
--> That's why, @TheStalwart, the "debasement trade" doesn't feel like what we imagine one should look like.
Could it be we've only seen the beginning?
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