The gold stocks declined, with the GDX down -1.8 and the GDXJ losing 4.0% on the drop in the metal price and overall pullback in equities, with the S&P 500 losing - 2.0%, the Nasdaq plunging -4.4% and ...
This is not a recommendation to buy or sell Treasuries, agency mortgages, gold, the dollar, or any miner that lives off the gold price. It is a reading of a ZeroHedge piece published the evening of ...
Elon Musk put an audience in the room so the internet could not call the flying car a fake. The panel on Valuetainment believed the thrusters. The share price, in the first minutes of trade, did not.
UBS sees gold at $5,400 by September 2027 and says $4,000 can come first if real yields and the dollar stay firm. A target is not a floor. Not advice.
Here is the only idea. A sentence is not a barrel. "Easily available" is a claim about rocks no one in that post identified. The public record is a ban, a permit that is still a question, a winter ...
Four companies may spend $750 billion this year. One theoretical site in Texas shows where it goes. The chip check is a bet that AI earns. The building check is a bet that the cranes keep moving. They ...
That is the only idea. A stretched price is a description of how far a market has already gone. It is not a signal that the next move is back. The dollar can be crowded, the euro can be crowded short, ...
Crude can sit in the tank and the haul truck can still pay up. Diesel has held a premium since 2004. In October 2026 that premium is about $1.85 a gallon, and the cause is a missing distillate barrel, ...
Here is the only idea. A bank pledge is not a purchase order. The banks promised to help mineral-rich developing countries add value at home, in processing, refining, and manufacturing, not only in ...
Here is the only idea. Interest is not a cathode. A conversation can be real and still not be a pound of copper. No tech firm has bought a piece of Anglo. The merger that would make Anglo a larger ...
The futures contract fell about 12 percent on Monday. The price had already been cut in half since May. The quota is a trim of a forecast, not a new market. Lithium carbonate in Guangzhou fell hard on ...
Here is the only idea. Over a long life, the paper unit is the thing that loses. Governments that borrow without end will cheapen the unit they owe you in. Dimon described the machine this month.
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