The Drill: A Look at Trump’s Policy and Their Impacts
Production hikes means the end of OPEC; we present a long list of what to expect on the geopolitical front from Trump; on trade/economy don’t...
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The Drill – Oil is NOT particularly dependent on the US election
With China playing headline hockey, Israel and Iran trading symbolic jabs, and OPEC+ swearing off production hikes like a smoker promising to quit...
265 Views
Global Commodities: 2024 US Election Watch—Cutting Through the Noise
The episode covers discussions on gold rates, Trump and Harris administrations' approaches to energy commodities, China's impact on electric...
121 Views
Gold Demand Data Indicates More Economic Weakness
Gold Demand Data Indicates More Economic Weakness Gold demand for technology purposes is still up but the pace continues to decline for the second...
155 Views
October Themes and Thematic Portfolio Review
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India,...
353 Views