Skip to content
LXV Research | Independent Investment Research
LXV Research | Independent Investment Research

LXV Research | Independent Investment Research

Unbiased investment research prepared by investment professionals. Investment and trade ideas focusing on stocks. No spam. No shilling.

  • Home
  • About Us
  • Subscribe
  • Trade Ideas
  • Weekly Reads
  • Track Record
  • Contact
  • Log In

Tag: gold

Posted on November 15, 2019November 15, 2019

Inflation, Earnings Yields, Stock Prices and Gold

Premium content for LXV Research subscribers

Posted on August 26, 2019August 29, 2019

Safe Haven Bid: Ahead of Itself?

Premium content for LXV Research subscribers

Posted on September 14, 2018September 15, 2018

Thought Experiment: China Oil for Gold Contracts

Premium content for LXV Research subscribers

Sign up for free research updates

Free Content

  • Request a Free Trial
  • Tribalism and Consistency in a Volatile Market
  • Three Macro Charts
  • Clustered Volatility and the “Momentum Massacre”
  • Shifts in US Capital Flows and Positioning for a Steepening Yield Curve
  • Cheap vs. Expensive | The Threat to Incumbents
  • Durability of the US Bull Market
  • Two Ideas: Advanced Emissions Solutions & A Bitcoin Proxy
  • European Growth Surprise
  • Where do we go from here? Credit vs. Duration
  • Environmental Concerns: Ideas on the Long Side
  • Investment Themes and Considerations for 2019
  • Charts and Updates
  • The Hawks Have Not Left the Building
  • US vs. Europe: A Closer Look at US Outperformance
  • Late Cycle Signals and Yield Curve Dynamics
  • Trade Wars: Clearing the Way for a War of Attrition
  • Consumer Stocks: The Long and Short of it
  • Financial Misery and the Flattening Yield Curve
  • US Stocks: Long, Short and Interesting

Premium Content

  • Inflation, Earnings Yields, Stock Prices and Gold
  • China’s Priorities | Industrial Strength $XLI
  • Signs of Rotation: Geography, Sector and Style
  • Eight US Stocks We Are Tracking
  • Nothing Unusual | MMT
  • Confusing the Cyclical with the Secular | The Iran-China Strategic Partnership
  • The Cyclical and the Secular
  • Safe Haven Bid: Ahead of Itself?
  • An Unconventional Inflation Gauge | What Have We Learnt?
  • Dislocation
  • China Gold & Equities | Silver Update | Yield Curve
  • A Fear & Greed Gauge
  • Osaka: From Trade to Tech
  • Trading the Thin Zone | Healthcare Follow Through
  • Charts, Ideas and the Euro
  • Charts and Comments
  • Trade Wars Revisited – Part II
  • Trade Wars Revisited – Part I
  • Turkish Lira | HKD Peg
  • US Infrastructure