Positioning Watch – Hedge Funds are leaning towards increasing growth, but NOT inflation
Hello everyone, and welcome back to our weekly positioning watch. The sudden deflation in the Motor Vehicle Insurance component in the CPI report...
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Why China loves Gold & a Beautiful Setup in Bitcoin
Unpredictable Corn Supply from South America The grain supply from South America, especially corn, is among the most unpredictable globally.
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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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Is that It? Commodity Bull Market Over?
Recent US economic data points to potential weakness impacting energy and other commodity sectors, while OPEC+ actions muddies the waters.
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