Samuel Smith, an experienced analyst, expresses strong confidence in real assets, noting they are undervalued compared to high-growth tech stocks which appear overvalued. He believes quality real asset investments will increase significantly over time due to favorable macroeconomic conditions. Smith also shares two of his top real asset picks and offers insights through his High Yield Investor group, which provides portfolios balancing safety, growth, yield, and value. This perspective suggests a strategic shift for investors seeking stability and long-term value beyond the tech sector.
In 2026, physical gold ETFs like GLDM and IAUM have declined about 6% due to Federal Reserve rate hikes and geopolitical tensions, yet new funds such as Y’all Street Physical Gold ETF (YSAU) are launching, offering unique features like domestic gold ...
Leveraged gold ETFs ProShares Ultra Gold (UGL) and UltraShort Gold (GLL) aim to double or inverse double daily gold moves but suffer from volatility decay due to daily leverage resets. In 2026, this decay caused UGL and GLL returns to diverge signifi...
The SPDR Gold Shares ETF (GLD), the largest gold ETF in the U.S., has experienced over $14 billion in cash outflows since March 1, 2026, coinciding with a 7.8% year-to-date decline in gold prices. The GLD's net asset value fell to about $128.61 billi...
