Overview #38 Precious Metals – Has the Fat Lady Sung?
A review of recent events/data impacting our investment themes and outlook. We look at the recent correction in precious metals and what it means...
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Gold Part 2: Implied Volatility Dynamics Offer Insight into the Tone of This Bull Market
​Gold's recent surge shows increased implied volatility without signs of market stress, indicating limited similarities to the 1980 bull market.
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Gold: Reviewing Five Decades of Bull Markets Against an Overextended Backdrop
Gold’s powerful run invites comparison to previous bull markets. We examine fifty years of history to determine whether this strength is...
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Did Trump Just Tank the Meat Markets?
Live and feeder cattle futures gapped lower on the open Friday, with some feeder cattle contracts touching even limit down - as panic selling hit...
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Gold Goes Vertical, We Hunt for Value (Ben Richards)
Small cap funds in the Aussie market are taking risks by ignoring resources, as East coast investors typically avoid them despite their strong...
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