Gold Dips While Trump Threatens Iran. That’s Not a Glitch.
Everyone knows gold goes up in a crisis. So why is it slipping as Trump warns Iran its whole civilization will die tonight? The answer tells you a lot about where markets actually are.
Everyone knows gold goes up in a crisis. So why is it slipping as Trump warns Iran its whole civilization will die tonight? The answer tells you a lot about where markets actually are.
Everyone’s watching the Strait of Hormuz. The market’s real signal is hiding in the bond market. Here’s what actually tells you when stocks have found a floor.
Macroeconomic trends are driving equity and bond markets in unexpected directions. Here’s a clear-eyed analysis of what the data shows for investors thi…
Oil markets are under pressure as Iran tensions escalate. Here’s how supply disruption risks are moving crude prices. Here’s what the data shows.