June Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
410 Views
Vaneck Gold Miners Etf (GDX) - Thursday, Mar 28, 2024
Author recommends buying a basket of gold miners via GDX. Bullish on price of gold and miners, predicting period of out-performance
361 Views
"Wham, Bam, Thank You Ma'am" – Commodities Get Slammed
​Strong non-farm payrolls lead to a continued drop in commodities, giving opportunities in precious metals and energy, but some sectors may have...
435 Views
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.
502 Views
May Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
454 Views