When Real Rates Have Been This High, the Winner Is Gold
The risk facing gold is marginal compared to the risk facing US equities, and it is hard to see a scenario where gold doesn’t...
625 Views
The Commodity Report #64
Here is what is structurally wrong in the way leaders/politicians and people in general talk about the green transition, about fossil fuels, oil,...
166 Views
Buy the Gold Miners?
We know there’s still a bubble in many parts of the stockmarket, and inflation may cool, but it won’t disappear. Whenever the economy starts to...
607 Views
The Commodity Report #62
Commodities rallied as the dollar weakened and real rates declined again. As you can see above, the CRB index bounced right from the 200D MA.
281 Views
The Commodity Report #59
The benchmark, CRB Commodity Index, ended the week 1,4% lower. What bottoms usually first? Bonds! While we may be some weeks off the low in the...
274 Views