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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 4 of 4

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 4 of 4

You asked, we answered: Are we running out of gold? | 12 March, 2026 | World Gold Council

> Will we eventually run out of gold? There are two parts related to this question – the broader gold supply and mined production. Our answer to both is: ***not likely***. > First, we are not likely to run out of ***gold supply***. There are two major parts to supply: recycled gold and mined gold. While mined gold may be plateauing as noted previously, recycled gold supply comes from various sectors. As shown in…

Mar 14, 2026·Commodities
You asked, we answered: Are we running out of gold? | 12 March, 2026 | World Gold Council

Just the Beginning | February 9, 2026 | Myrmikan Research

> **"Currencies do not usually fade; they tend to collapse."** - Daniel Oliver (Discussing the macroeconomic endgame for heavily indebted nations) > **"This phase of the gold bull represents the world searching for an alternate asset of final settlement to balance international trade, a crisis external to the domestic dollar system."** - Daniel Oliver (Explaining the true catalyst behind gold's recent price…

Feb 21, 2026·Currencies & FX
Just the Beginning | February 9, 2026 | Myrmikan Research

Public Markets Are a Shrinking Part of the US Economy | Torsten Slok's 'The Daily Spark' | February 7, 2026

Most of the time in financial markets is spent on discussing Nvidia, Apple and Coca-Cola, but these firms and the rest of the S&P 500 companies only make up a very small part of the US economy, see our chart book [available here](https://www.apolloacademy.com/wp-content/uploads/2026/02/020726_Public-VS-Private_Chart-Book_v3.pdf). For example, employment in S&P 500 companies is only 18% of total US employment.…

Feb 19, 2026·Apollo
Public Markets Are a Shrinking Part of the US Economy | Torsten Slok's 'The Daily Spark' | February 7, 2026

https://andromedainvestors.com/investor-letters/860/

*"Markets pricing goldilocks. World moving towards fat tails. Point of most fragility - credit markets." | Fat Tails on Fire (The Silver Bullet - No. 15) | Andromeda Capital Management*

Feb 17, 2026·Investment
https://andromedainvestors.com/investor-letters/860/
Source
CommoditiesGoldGold & Silver
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Macro / EconomicsMarkets & InvestmentsReport, Blogs & InsightsReports

You asked, we answered: Are we running out of gold? | 12 March, 2026 | World Gold Council

Will we eventually run out of gold? There are two parts related to this question – the broader gold supply and mined production. Our answer to both is: not likely.

First, we are not likely to run out of gold supply. There are two major parts to supply: recycled gold and mined gold. While mined gold may be plateauing as noted previously, recycled gold supply comes from various sectors. As shown in…

View Full Article
UJ
Mar 14, 2026
Source
Currencies & FXDollar, Money & CurrencyEconomics
Source
Apollo
Source
InvestmentAndromeda CapitalOutlook 2026
+5
+7
7 more tags
FinanceMacro / EconomicsMacrosMarkets & InvestmentsReportReport, Blogs & InsightsReports

Just the Beginning | February 9, 2026 | Myrmikan Research

"Currencies do not usually fade; they tend to collapse." - Daniel Oliver (Discussing the macroeconomic endgame for heavily indebted nations)

"This phase of the gold bull represents the world searching for an alternate asset of final settlement to balance international trade, a crisis external to the domestic dollar system." - Daniel Oliver (Explaining the true catalyst behind gold's recent price…

View Full Article
UJ
Feb 21, 2026
Equity
Investment
+55 more tags
Markets & InvestmentsPublic MarketsReport, Blogs & InsightsReportsUS

Public Markets Are a Shrinking Part of the US Economy | Torsten Slok's 'The Daily Spark' | February 7, 2026

Most of the time in financial markets is spent on discussing Nvidia, Apple and Coca-Cola, but these firms and the rest of the S&P 500 companies only make up a very small part of the US economy, see our chart book available here. For example, employment in S&P 500 companies is only 18% of total US employment.…

View Full Article
UJ
Feb 19, 2026
5 more tags
ReportsReportFinanceReport, Blogs & InsightsMarkets & Investments

https://andromedainvestors.com/investor-letters/860/

"Markets pricing goldilocks. World moving towards fat tails. Point of most fragility - credit markets." | Fat Tails on Fire (The Silver Bullet - No. 15) | Andromeda Capital Management

View Full Article
UJ
Feb 17, 2026