BRICS Is Hoarding Gold. Here’s What It Means for Your Portfolio.
Central banks are buying gold at near-record pace. BRICS+ nations are building a monetary alternative. Most investors are the last to hear about it — and the last to position. Here’s the mechanism, the portfolio logic, and what to actually do about it.Read More
Gold Didn’t Fall on Iran Peace News. That’s the Point.
Trump called off a planned strike on Iran Monday afternoon. Oil fell over 1%. Gold slipped 0.23%. That’s not a non-event — it’s a signal. The gold price isn’t moving on war or peace news because it’s no longer the war holding it up. It’s the Fed trap: a central…Read More
Flatbed Truck Rates Hit New Highs As These Drivers Fuel Boom
Flatbed Truck Rates Hit New Highs As These Drivers Fuel Boom Flatbed trucking conditions have never looked stronger, with spot rates surging to record highs amid a mix of tightening capacity and rising industrial freight demand. “Flatbed trucking rates have hit a new all-time high as industrial demand and a crackdown on bad actors continue […]
Gold to Oil Ratio: The Ultimate Guide for Economic & Portfolio Analysis
The gold-to-oil ratio has tracked monetary and economic conditions for over a century. This guide explains how to calculate it, what its historical range means, how it signals inflation and dollar risk, and how to use it as a practical portfolio analysis tool — without relying on a single day’s…Read More
Trump Called Off the Strike. Gold’s Real Risk Is Still $39 Trillion.
Trump’s decision to pause a planned Iran strike sent gold swinging $45 intraday and crude oil down more than 2% — but the two metals told completely different stories. Oil priced out the geopolitical risk. Gold barely moved. Five briefs explain why: Iran is the catalyst, not the cause. The…Read More
BofA’s Blanch Joins Goldman In Calling For $90 Brent This Year Amid “Pretty Large Deficit” Fears
BofA’s Blanch Joins Goldman In Calling For $90 Brent This Year Amid “Pretty Large Deficit” Fears Add Bank of America’s commodities and derivatives research chief to the growing list of Wall Street strategists who see Brent crude sticking around $90 a barrel this year, as any near-term resolution to the Hormuz chokepoint crisis appears increasingly […]
The Gold Market Is Mostly Paper. Dubai Disagrees.
Most gold doesn’t move when it’s “traded” — it changes hands as a ledger entry in an unallocated account. A new report shows Dubai is building a different system entirely, where ownership means a specific bar, not a claim on a pool. Here’s what the difference means for your portfolio.Read More
Dollar-Cost Averaging Into Gold and Silver: The Investor’s Practical Guide
Most investors who want to own gold and silver never build the position they intend — not because the strategy is wrong, but because they keep waiting for the perfect moment to buy. Dollar-cost averaging solves that problem. This guide explains the mechanism, shows the math, and gives you a…Read More
Gold Up 40% in a Year. The Moody’s Downgrade Explains Why.
One year ago, Moody’s completed a 15-year process — stripping the US of its last AAA credit rating. Gold closed at $3,237 that day. It trades above $4,550 today. Here’s what happened, why it happened, and what it means for the year ahead.Read More
AI vs Affordability And Rates
AI vs Affordability And Rates By Peter Tchir of Academy Securities Last week, we contemplated, for the first time, that we might need to Understand Universal Basic Income. The timing was very good as on Monday, South Korea floated the idea of transferring some AI-driven tax revenue to its citizens. As uncertainty around jobs, income, […]