Search Results for: commodities

Ever since we talked earlier this week about the real driver behind closing that tiny 22-mile-wide narrow strip of the Strait of Hormuz, more than 200 tankers have become effectively stranded…

The pattern is consistent: when systemic risks materialize, gold wins. And to be sure, the systemic risks are stacking up…

If you want the truth about gold, don’t watch the pundits. No, dear reader, what you want to watch are the buyers who aren’t distracted giving interviews…

Every cycle has a beginning. Every supercycle has a spark. And the spark this time isn’t coming from OPEC, Russia, or Washington… It’s coming from AI.

The reason why these USGS planes are surveying critical mineral potential in Iowa isn’t because President Trump suddenly developed an academic interest in Midwestern bedrock…

Chips and circuits may dominate the headlines, but underneath the silicon lies something even more fundamental — the very metals that make producing those chips, sensors, and superconductors possible…

Gold has been known to make a scene. But lately, it’s been commanding the entire stage. After years of lurking quietly in the background — the misunderstood introvert of global finance — gold is back in the spotlight, and it’s not playing a supporting role anymore. 

Some bills pass Congress like a fart in a hurricane — barely noticed, barely remembered. But every so often, something slips through the marble halls of power that actually matters…

In the early morning hours on Saturday, several B-2 Spirit bombers unleashed their precision ordnance on suspected Iranian nuclear facilities outside Natanz. While equities sputtered and crypto swung like a yo-yo in a wind tunnel, gold didn’t flinch…

The latest data indicate that demand for aluminum will increase by 81% by 2050. That’s not trivial. And some have suggested it will be more. But we’ll stick with the more conservative estimate…