Why China loves Gold & a Beautiful Setup in Bitcoin
Unpredictable Corn Supply from South America The grain supply from South America, especially corn, is among the most unpredictable globally.
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Portfolio Watch: Good news = no cuts = bad news (for metals)
The latest job report just dropped, and it’s music to our ears—solidifying our thesis once again. A few highlights:Construction Hiring: Markedly...
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Precious Perspectives Part 2: Recessionary Fears Fuel Upside Potential in Gold Silver Ratio
Central banks' demand for gold and resurfacing recession fears in the US could push the GSR higher despite bullish silver.
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Precious Perspectives Part 1: China’s Silver Scarcity Pushes Silver Higher
SHFE silver premium is surging indicating a worsening silver supply shortage in China. Deepening global silver deficit allows silver to gain...
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Is that It? Commodity Bull Market Over?
Recent US economic data points to potential weakness impacting energy and other commodity sectors, while OPEC+ actions muddies the waters.
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