Guide to gold

is no longer trading within the boundaries of its traditional valuation models. At approximately $5,300 per ounce, the debate is no longer whether gold is above its historical trend. The...

The view is and has been disinflation first, then a return of the inflationary macro. Sometimes I feel as though I write the same article over and over. But that...

NASDAQ (and technology stocks in general), are like a finely tuned sports car. They can run circles around your grandmother’s Oldsmobile (the Dow), but they tend to break down often,...

Inflation measurement sits at the centre of modern macroeconomics. Interest rates, asset prices, fiscal planning, and central-bank credibility ultimately depend on the trajectory of price pressures. Yet the primary reference...

Memory chips underpin every layer of the modern technology stack, yet the market that produces them has entered a period of structural constraint with no near-term resolution. The implications for...

To address the many emails we received, we present our take on the Supreme Court’s tariff ruling. First, President Trump has multiple ways he can implement trade restrictions beyond what...

just reclaimed $5,100 for the first time in nearly a month — and the catalysts stacking up behind it aren’t going away anytime soon. April futures opened Monday at $5,128.80,...

“China is dumping US Treasuries to get out of the .” This claim has been circulating the mainstream feeds lately, with the narrative that the “end of the dollar is...

What goes up must come down. That’s the overly simplistic explanation for what happened to the price of precious metals in early February. The price of and reached all-time highs...

Pundits have long argued over whether Republicans (who dominated the White House from 1860 to 1932) are better for business than the Democrats (who dominated from 1932 to 1980 and...