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Process, Process, Process
podast In this episode, Alf and Brent focus on various aspects of their investment/risk management process. They discuss several ideas and how to implement them according to their framework: when to use options? How to think about convexity?
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From energyandcapital.com|May 15, 2026Last month, two of the world’s largest holders of gold did the exact opposite thing. First, we saw the People’s Bank of China take delivery of over 7 tonnes of gold bullion. For ...
From visualcapitalist.com|May 15, 2026But one of the biggest stories in the global gold market is Africa’s growing role. Collectively, African countries now account for nearly one-quarter of the world’s mine ...
From abcnews.com|May 15, 2026|7 commentsA global pandemic that put millions of Americans out of work within days. The highest inflation in four decades. An unprecedented federal criminal investigation. Fed Chair Jerome ...
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From zerohedge.com|May 15, 2026|10 commentsTehran 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 ...
From spectramarkets.com|May 15, 2026|4 commentsLast 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 ...
From canadianminingjournal.com|May 15, 2026The 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 ...
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- May 15, 2026 11:36am Posted byFundamental Analysis1,881
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