Gold’s Broken Compass | Five Paradoxes That Are Forcing a Rewrite of How This Asset Actually Works — and a Framework for What Comes Next

The global copper market enjoyed one of its best years in 2025. The threat of US tariffs on the industrial metal and its elevated status as a critical mineral, together with major ...

Last week I discussed how macro was dead and I may have accidentally nailed the top in that narrative as macro is back this week and we are seeing many movements tied to a ...

Tehran and Washington are truly not just back to square one, but it's as if no rounds of dialogue - direct or indirect - have even taken place. It's more like being back at square ...

The British debt market came under strong pressure after Manchester Mayor Andy Burnham gained the ability to run for a parliamentary seat. For investors, this is a signal that he ...

When it comes to inflation, Canada is different than the US. Or so goes a popular narrative. Reality bites. We’ll find out how badly it bites this week when Canada follows the US ...