Primer: SPDR Gold Shares (GLD US) - Oct 2025
SPDR Gold Shares (GLD) is the largest and most liquid physically-backed gold exchange-traded fund (ETF) in the world, offering investors a...
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2026 HIGH CONVICTION IDEA: Long Gold / Short Bitcoin
Whatever economic scenario unfolds in 2026, a long Gold/short Bitcoin investment should outperform. The position is up more than 50% since October.
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Global Markets: US Rates, Korean Alpha, and the AI Diversification Thesis
Equities bullish due to strong Developed Markets, corporate governance reforms, and GPU upside in Asia and US/AI Memory alpha in Korea. CB...
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An Update on Gold: Time for a Pause?
​Gold prices may be showing signs of fatigue in all major currencies except the yen, but overall trend remains bullish with consolidation after...
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Overview #27 – The Big Beautiful Tragi-Comedy Continues
More positive news for the Uranium Sector. Jefferies upgraded the Australian uranium miners yesterday with $PDN, $BOE and $DLY rallying 15-20% & up...
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