Gold has had a nice run for a few years now, but I don't think the party is over yet.
There are still several reasons to allocate a portion of a portfolio to gold.
A look at gold's relationship to money supply, real interest rates, equity markets, and investor ownership profiles.
In my view, there’s still a good case for including gold and gold stocks in a portfolio, despite their recent period of outperformance.
In other words, I still think we’re in the first half of