Tariff Déjà vu
Trade chaos is ensuing in the wake of the Supreme Court’s ruling on Trump’s tariffs. When uncertainty spikes, there’s a clear place to be.
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Gearing up for ‘Gold’s Third Act’
The recent flash crash in precious metals blew US$6 trillion from the markets. Some think this is the end of the bull market.
Ignore the man on stage in the US, and focus on this…
If the US Fed doesn’t cut, expect a market tantrum. That could be the catalyst for an even bigger commodities boom.
Uranium: An Undercurrent of Supply Problems
According to the World Nuclear Association, at least 70 nuclear power reactors are currently under construction worldwide; can uranium production keep up?
AI scare trade claims more victims, commodities still strong
AI panic whacks IBM and friends, but the real winners of this scare trade are the boring “rocks” powering the whole machine.
Meet the vampire planning to harvest you for another 10 years
There is a thief lurking in your portfolio. And you don’t even know he’s there. Yet he could cost you as much as half the value of your portfolio. Unless…
