IS HISTORY REPEATING ITSELF? WHY OIL, GOLD AND BOND YIELDS COULD ALL RISE AT THE SAME TIME
In the 1970s a rare and dangerous pattern appeared. Oil prices, gold and US bond yields rose together as inflation exploded and trust in fiat money collapsed. That same alignment is
TRUMP’S IRAN TRAP: $120 PER BARREL OF OIL OR TOTAL DEFEAT –WHY GOLD IS THE BIG WINNER
David Woo, former Bank of America’s Head of Global Interest Rates, Currencies and Emerging Market Fixed Income, is still long oil. He sees no clean exit for Trump. Iran wants Brent at $100–$120
FOUR SHOCKS AT ONCE: WHY EUROPE ENTERS HEATING SEASON WITH THE WEAKEST BUFFER IN HISTORY
German gas storage stood at 48.6% on 11 August — the lowest level ever recorded for this time of year. That is 16 percentage points below last year and deep under the pre-crisis minimum of
THE FRAGILE OIL EQUILIBRIUM IS BREAKING: PRICE MUST SOLVE THE SHORTAGE
The Middle East standoff shows no sign of easing and Brent jumped around 6% last week. Traders are stuck in endless escalation and de-escalation cycles, yet the real story is quieter and far more dangerous.
THE REAL OIL PRICE IS ALREADY $140 — PAPER MARKET ABOUT TO BREAK
David McAlvany, CEO of the McAlvany Financial Group, just exposed the biggest disconnect in the oil market right now. Futures look calm. Physical reality is already screaming. The catch-up is coming and most
