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futures on the Nymex had a negative week before closing 3.8% lower than the previous one at $2.74. EIA reported a rather bullish nonetheless build of 28 Bcf in working...

Last week’s Federal Reserve meeting reinforced a hawkish tone by leaving unchanged while three FOMC members voted in favor of a 25-basis-point rate hike. Although the policy decision was widely...

Commercial crude inventories fell by 7.2 million barrels last week, while another 3.8 million barrels were removed from the Strategic Petroleum Reserve. Refineries operated at roughly 97% of capacity nationwide,...

A scenario-based test of the global liquidity, gold-to-, and reserve-diversification arguments behind the most provocative bullion target of the decade at $20,000 is possible only under a monetary regime shift....

CATO reports Government Ownership Stakes in Companies Becoming Routine Under Trump The Commerce Department announced this week that six more companies are set to join the federal government’s rapidly expanding...

Equities had a major recovery yesterday from the downward volatility following the meeting on Wednesday, and continued the move up at today’s open. But then interest rates, which started rising premarket,...

Why the Promise Feels So Tempting If you have been investing for more than a few years, chances are you have seen headlines designed to make your heart race. Turn...

AI investment is now the consensus explanation for a resilient 2026 US economy, and the scale remains striking. A recent Federal Reserve note offers one of the clearest accounts of...

The AI “bear case” isn’t one argument; it’s three. Burry on earnings. Bernstein on circular financing. MIT on revenue. Two are half right. One falls apart on the data. Michael...

The sudden reversal in bond yields last week put immediate pressure on growth stocks as the benchmark 10-year Treasury touched 4.7%, with market participants fearing a move to 5.0% if...