Portfolio Watch: Good news = no cuts = bad news (for metals)
The latest job report just dropped, and it’s music to our ears—solidifying our thesis once again. A few highlights:Construction Hiring: Markedly...
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Precious Perspectives Part 2: Recessionary Fears Fuel Upside Potential in Gold Silver Ratio
Central banks' demand for gold and resurfacing recession fears in the US could push the GSR higher despite bullish silver.
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Precious Perspectives Part 1: China’s Silver Scarcity Pushes Silver Higher
SHFE silver premium is surging indicating a worsening silver supply shortage in China. Deepening global silver deficit allows silver to gain...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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The Holy Grail of Commodity Trading // Shipping Rates Explosion
The Holy Grail of Commodity Trading? If there is a holy grail of commodity trading, I would say it’s becoming a master in reading the movements in...
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