Japan Inflation Cleared 2%. December Is the Yen Carry Risk.
The BoJ likely holds Oct. 29-30, but economists now skew to a December hike, and the consequences for US rates…
Newmont’s Record Quarter Looks Different at $4,000 Gold
The timing is almost theatrical. Hours after Newmont posted the most profitable quarter in the...
Complimentary Insights
October 23, 2026 Bonus Content: The Yen Just Hit a Five-Week High. Gold Investors Should...
ConocoPhillips Is Up 56% This Year. November 5 Could Push It Further.
With energy leading the S&P 500 over the past month, COP's 12.2 MTPA LNG book and 45% cash return commitment…
Silver-Gold Discovery Takes Shape
October 23, 2026 Bonus Content: UK Inflation at 3.5% Is Doing More Damage Than the...
Nestlé’s Volume Growth Changes the Bond-vs-Staples Debate
With the 10-year Treasury above 5%, Nestlé's return to real volume growth gives long-term investors a reason to weigh defensive…
Gold Below $4,100 and Silver Slides: Why Bonds Got the Fear Trade
Gold was trading around $4,082 to $4,090 per ounce on Thursday morning, down from the...
Revealed: Musk’s 27-Year Plan to Reinvent Money (It’s About to Go LIVE)
October 22, 2026 Bonus Content: Tesla’s Cash Crunch Makes the SpaceX Merger Question Urgent A...
Nestlé Is Selling Volume Again. That Changes Staples.
Q3 organic growth of 4.0% with real volume growth of 2.8% is a clean staples read, even as energy leads.
Your book is inside
October 22, 2026 Bonus Content: Eaton Owns the Bottleneck Stalling AI Data Centers A note...