Wishing you a happy new year

I’d prefer we live in a utopia that doesn’t need 10 million Optimus robots a year to ensure my physical safety and wellbeing. Well, at least there’s still a small window to invest.

Trump and Xi meet Thursday. The market’s eyes are on bonds, oil and rates. Meanwhile a Chinese state group is circling a shareholder sitting on the register of America’s own rare earths champion.

Oil's above $100, bond yields sit at multi-decade highs and war keeps widening. Here's why the resources bull market has longer to run.