Markets
The real message in the yen intervention
The dollar’s status as a reserve currency is not what it used to be
opinion
macro
How Much Oil Is Really Getting Through the Strait of Hormuz?
Let's compare the CENTCOM claim with Grok's response.
Energy
China's EV Boom Is Quietly Undermining Oil's Biggest Chokepoint
The conventional view of the Hormuz crisis is that China has been caught in an energy trap. It is the world’s largest crude importer, the Gulf remains one of its most important sources of supply, and an estimated 45–50% of Chinese crude imports normally transit the Strait of Hormuz. When traffic thr
opinion
Washington Joins Tokyo in Rare Yen Intervention; Gold Gains on Currency Uncertainty - SchiffGold.com
Washington Joins Tokyo in Rare Yen Intervention; Gold Gains on Currency Uncertainty - SchiffGold.com
Geopolitics
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
macro
Michael Pettis: China property sales decline remains significant in July - Traders Union
Michael Pettis: China property sales decline remains significant in July - Traders Union
Markets
Deutsche Bank says gold’s 'explosive' run isn't over and gives a bullish end-of-year forecast - CNBC
Deutsche Bank says gold’s 'explosive' run isn't over and gives a bullish end-of-year forecast - CNBC
macro
Exclusive: Peter Schiff says the Fed 'never should have stopped hiking' - thestreet.com
Exclusive: Peter Schiff says the Fed 'never should have stopped hiking' - thestreet.com
macro
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
Geopolitics
Goldman Sachs Clear Position: This Is the Largest Capital Demand Cycle in Human History – The Federal Reserve Is Merely a Spectator - 36 Kr
Goldman Sachs Clear Position: This Is the Largest Capital Demand Cycle in Human History – The Federal Reserve Is Merely a Spectator - 36 Kr
Markets
Gold's $4,000 floor offers compelling value as investors look beyond Fed rhetoric – abrdn's Robert Minter - kitco.com
Gold's $4,000 floor offers compelling value as investors look beyond Fed rhetoric – abrdn's Robert Minter - kitco.com
Markets
Silver Amplifies Gold in Both Directions, and This Time It Cut Deeper - StoneX
Silver Amplifies Gold in Both Directions, and This Time It Cut Deeper - StoneX