Commodities, Chaos, And Cash Flow: The Case For Hard Assets
We discuss the explosive rise of natural resources—gold, silver, copper, and uranium—outperforming.
Airlines Take Off On Beats And Premium Demand As Business Travel Returns
Airlines rebound on earnings beats and premium travel recovery.
The Dollar’s Decline Could Be Bitcoin’s Next Big Breakout
The phrase “debasement trade” is an admission of failure. It means the dollar can’t be “fixed” without lowering its value.
Weekly Commentary: Two Questions
It has been a consequential six months since “liberation day” U.S.-China tensions.
Is Rubrik Stock The Quiet Bet You’re Missing?
Rubrik might not be a household name yet, but it’s quietly becoming one of the most talked-about data security stocks in tech circles.
Gold Closes At $4015 & Silver $50 But Miners & Juniors Lag
A review and analysis of the precious metals markets.
Low Debt Companies To Invest In
Analysis of four real-world names - two with low or no debt, and two using debt responsibly to compound.
The Fed and Its “Neutral” Rates
The Fed’s projections showed that most monetary policymakers assume the economy will expand 1.6 percent this year, above the June forecast.
Deconstructing High Yield
Reducing volatility is not ideal for certain equity sectors like tech, discretionary and some others but makes sense in fixed income or strategies that are fixed income substitutes.
U.S. Government Bets On Intel
U.S. industrial policy, Chips Act and Intel.
Here’s Why Silver’s Moment Is Coming
Silver is still below its all-time high while gold keeps breaking records. We unpack what that means for investors.
Applied Digital Jumped 28% - Here’s Why
APLD is up a whopping 372% year-to-date.
XRP Price: Token Plunges 42% While Whales Unload $50 Million Per Day
XRP crashed 42% to $1.64 before recovering to $2.36 as whale selling reached $50 million daily and futures liquidations hit $21 million.
West Losing Gold - Asia Setting The Rules
We discuss the accelerating breakdown of the Western gold market as physical supply tightens and institutional investors scramble for credible metal exposure.
Crypto Crash - Here Are The Levels, Trades And Institutional Technical Analysis
A deep dive into the crypto crash as names like Bitcoin flushed over 10%.
Trump Hits China With Additional 100 Percent Tariff, Stocks Sinks, Bonds Soar
Trump also imposes new export controls on critical software products.
Tariff Man Reloaded: The Post-Close Shock That Froze The Weekend
The Trump–Xi meeting hangs in the balance, and every macro model knows it. Come Monday’s open, we’ll find out whether we get Black Monday’s bloodletting or TACO Monday’s uneasy digestion.
Unemployment’s Slow Burn
There’s a concerning undercurrent running through the U.S. labor market. The unemployment rate has been steadily climbing. That’s unusual.
All About Rare Earth Metals: Production, Reserves, Stocks
Rare earth metals have a pivotal role in permanent magnets, new energy and technology and demand is increasing alongside technological advancements, particularly as artificial intelligence technology gains further importance.
Think Ahead: When 2 Tribes Go To War - Budgets V Markets
From Paris to Tokyo, budget battles are back in the driving seat in global bond markets. James Smith breaks it all down and looks at what it means for central banks this autumn.

