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Commodities< 1h ago
Why UBS Believes Gold’s Bull Market Has Further to Run

Gold has experienced three major bull markets since Bretton Woods collapsed in 1971.

VBLIndex #32
Commodities< 1h ago
UBS: Gold Rally Not Done Yet

Market Rundown | Gold, silver and the macro tape for Friday, September 4

VBLIndex #32
Commodities< 1h ago
NON FARM PAYROLL IN 2 HOURS TIME -WHICH WAY FOR GOLD AND SILVER?

Rooster Global Portfolio Mastery Club is a reader-supported publication.

Rooster Global Portfolio Mastery Club
Commodities1h ago
A yen for gold

The yen carry trade is blowing up, driving up global bond yields. Investors are slowly learning that the only safe havens are to be found in gold, silver, and storable commodities.

Alasdair MacleodIndex #44

Commodities

33 stories · index & rising authors
4h agoTradingDAILY INVESTMENT SHOWRooster Global Portfolio Mastery ClubRising #5514h agoCommoditiesTHE BUILD STILL HAS TO BE MINED: the Burgeoning A.I. Ecosystem is a Global Hunt for Copper, Silver, and Uranium, & how $5.8 Trillion Through 2030 Still Has to Be Dug & Come out of a Hole!The burgeoning A.I.Metals and Miners#6317h agoCommoditiesThey’re Turning Gold Into Financial InfrastructureWhy central banks are moving from simply owning gold to making it more liquid, tradable and usable across the emerging financial system.Miles HarrisRising #3419h agoCommoditiesHow to turn gold into incomeEvery gold bull I know got the same lesson this year.George Noble#7920h agoCommoditiesThe Rush To Pull Gold Out Of The U.S.Something interesting is happening inside the plumbing of the global financial system.Quoth the Raven#181d agoCommoditiesGold Royalty & Streaming CompaniesHow They Work, Why They’re So Attractive, and Which Ones to BuyDick Capital#33Rising #391d agoCommoditiesWeakening U.S. Labor Market Sparks Precious Metals ReboundPrecious metals rebounded on Wednesday amid further signs of a deceleration in the U.S. labor market, helping to offset the inflationary pressures caused by the escalation in the U.S.-Iran war.Jesse Colombo#371d agoCommoditiesTHIS GOLD BULL STILL LOOKS LIKE 1975 AND 2008: Why the Cycle Maps to a Mid-Bull Pause, How A.I. and the Treasury Are Fighting for the Same Capital & Why Curve Defense Will Feed the Next Leg Higher!Gold’s major bull markets do not rise in a straight line.Metals and Miners#631d agoCommoditiesLive with Tavi Costa: Altamira GoldA recording from Tavi Costa's live videoTavi Costa#281d agoCommoditiesPeak Gold Is Next YearMine output peaks next year, on the industry's own numbers. The discovery data says that's about right.SNAFU Investing with Lau VegysRising #121d agoCommoditiesGOLD TO $6,500: THE CRASH WARNING - Charles NennerGold could surge as stocks, housing and global markets face a historic reckoningKerry LutzRising #432d agoCommoditiesNew Tech Is Old MiningTech is now officially more capital-intensive than mining.Tavi Costa#282d agoCommoditiesAlert: Our Silver Miner Breaks GroundOur second recommendation is up over 40% in six weeks. That's not a reason to pay more.SNAFU Investing with Lau VegysRising #122d agoCommoditiesBanyan Gold Is Already an 8 Million Ounce Story and They Still Haven’t Found the EdgesCEO Tara Christie and Gold Newsletter’s Brien Lundin explain why AurMac’s size, infrastructure, new discoveries and upcoming PEA could make this Yukon gold project.Steve Barton#76Rising #263d agoOil & Energy MarketsWith American CharacteristicsThe US enters the great state-owned enterprises game.Doomberg#53d agoAgricultureHow to Profit From the Coming Agricultural Commodities BoomA detailed report about the agricultural commodities supercycle of the coming decade and the different ways to profit from it in order to hedge yourself against the resulting onslaught of inflation.Jesse Colombo#373d agoCurrencies & FXThe Dollar Is Near Its Final Days!Dollar Just Turned 82 — Reserve Currencies Lasted ~90 Years. China's Biggest Fund Flipped to Gold. Washington Confirmed the Plan. Discover my 3 Portfolio Strategies for Dollar's Final Chapter.The Pareto Investor#90Rising #9Signals3d agoSemiconductorsSEMICON Taiwan: Inside the FOPLP RevolutionNotes from the floor on the industry’s transition from wafers to panelsDaniel Romero#703d agoCommodities (Broad)Nepal’s Historic Floods (VIDEO): Is This a Warning of Bigger Climate & Commodity Shocks Ahead?by Scott MathewsClimatelligence: Weather | Climate | CommoditiesRising #693d agoFixed Income & BondsWarsh, Gold and the New Rules of the GameMonday Macro Playbook: How the bond market is reshaping gold, equity leadership, stock selection and the next phase of the cycle.Defy the OddsRising #783d agoGeopoliticsKharg Island Being Blown to Smithereens!!! President DJTIn which the leader of the free world devotes a Sunday night to rendering the annihilation of a place that is, at this hour, open for business and slightly bored.Charlie Garcia#123d agoCommodities (Broad)August’s Top Reads: Global Copper Shifts, Gold, China’s Mineral War & MoreCheck out the August email digest that details all the must-read items shared throughout the month.Nomi#694d agoGold & Precious MetalsWhere Precious Metals & Miners Stand NowA look at precious metals after the Fed’s hawkish shock, plus seven promising stock and ETF picks for the upcoming commodities and precious metals supercycle.Jesse Colombo#374d agoCommodities (Broad)Financialised Paper vs The World of ThingsOne you can print. The other you have to dig up. The biggest holders just started switching. Are you paying attention?Capitalist ExploitsRising #774d agoGold & Precious MetalsA Rate Hike Doesn’t Change the Case for Gold and SilverWarsh’s latest speech warned inflation is still too high. The price of gold and silver rests on record debt, central-bank buying, and structural deficits – which don’t care about small rate moves.Nomi#694d agoGold & Precious Metals$GOLD - 26.08.309월 첫째주GalnoRising #575d agoGold & Precious MetalsGold Calls The Hawk’s BluffGold, the Fed, and the positioning signal that marked both turns.Strategist#805d agoGlobal MacroA Grateful ClevelanderWeek 34 Weather, Ags, & MacroNicoRising #466d agoOil & Energy MarketsOil Context Weekly (W35)Crude markets ease back as ECONOMIC D-DAY disappoints and Hormuz transits continue to grind higher, while road fuel scarcity worsens and Washington goes imperial in Venezuela’s oil patch.Rory Johnston#54
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