Gold is that type of asset that does not generate indifference, it has something astounding. It is an unofficial currency of the world. It is the great asset of refuge and store of value. It is accepted and valued. It has multiple applicability. And he has a love-hate relationship with his admirers. It's millenary!
We measure the economy using methods from the 1940s of the last century. With so much debt and inequality and falling productivity, the economy has evolved and become too complex to be summed up in a measure like GDP. The truth is that few investors make investment decisions based on GDP.
This year we've been hearing a lot about how 5 companies, which represent about 20% of the S&P 500's capitalization, have contributed to the rise in the index and which would be the main reason for the disconnect between the recent rise of the S&P and the "real economy".