The Drill – The Gold(en) Era Continues!
Greetings from Copenhagen. There’s plenty of geopolitical tension to unpack this week, with three major developments over just the past few days:...
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Real Asset Chartbook Week #5: The Levitation Continues
A Copper Bottomed Situation: Another interesting idea from Conor Maguire. Value Situations is one of the best Substacks around. We are doing a...
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Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?
Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administration’s trade...
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Dairy and Food Oil Prices Continue to Push Food Prices Higher
Overall, the FFPI was 9.0 points (7.6%) higher than its level a year ago but remained 31.9 points (19.9%) below its peak reached in March 2022.
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Sentiment Signal in Gold
This chart from Sentiment Trader highlights that also gold stocks are quite stretched - which isn’t a sell signal, as a stretched market can always...
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