Gold About To Lose Its Shine?
The latest BofA survey showed that the consensus trade continues to be “long gold” with 58% of participants surveyed, followed by only 22% “long...
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Commodity Equity Monitor: May 2025 Issue
Outperformers: Uranium, Coal & Battery Materials. The strongest performers this month were uranium and thermal coal producers which benefitted from...
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The Drill – When the Facts Change, So Do We
Greetings from Copenhagen. The global macro landscape is shifting rapidly, with U.S. policy priorities evolving just as quickly. The...
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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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