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Money market funds are not FDIC insured. The one-dollar share price is a target held up by the fund's own holdings, and in 2008 the Reserve Primary Fund missed it and froze withdrawals for months.
Gold produces no cash, so its entire return depends on what a later buyer will pay. After an exit it is best understood as insurance against a loss of trust in money — and judged as insurance, not by what it earns.
The durable protection against inflation is not a hedge but ownership of businesses whose pricing power turns higher prices into growing cash. Inflation is a stress test best passed by owning the right things beforehand.
The AI revolution’s real bottleneck isn’t chips anymore — it’s electricity. And that shift is creating one of the most compelling structural opportunities in today’s equity market.
In a week where a ceasefire moved the Dow 1,300 points and oil swung 16% in a single session, the investors who thrive are the ones who already did the work.