Navigating the Risk-Off Reversal: Trump's Rate Comments, Iran Negotiations, and the Gold Upside Play
Precious metals as a whole declined from all time highs after last week's selloff. In this insight we connect macro and geopolitical themes with...
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First Screwworm Case Detected in the US - What It Means For Cattle Prices
It has been two weeks since my last newsletter but this week I’m back with an interesting story. Last week the USDA confirmed the first US...
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The Ceasefire Catalyst: COMEX Positioning, Vault Flows, and the Next Precious Metals Rally
Precious metals seeing risk aversion since start of the Middle East conflict this year. We look for clues as to what's next in negotiations,...
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Gold and Silver on the Efficient Frontier: Navigating the 2026 Equity-Bond Correlation Spike
Precious metals are traditionally separate from the optimized equity-bond portfolio. The 2026 correlation spike gives us a reason to look into how...
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Gold: SPDR Gold K-Score Divergence and JUN/JUL Trading Strategy Amidst the Hormuz Inflation Shock
Inflation fears due to the Strait of Hormuz shutdown and rising oil prices have led to a breakdown in gold ETF momentum support, yet as consumers...
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