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Ignore short-term volatility: a worsening supply squeeze i
Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming
It’s time for my annual article in which I put the boot into silver. Why now? Because, according to one of my WhatsApp chats, it’s breaking out. Silver is always supposedly breaking out. It never actu
Germany isn’t the only magnet as investors are also warming to global ex-US funds
Long-term bond yields have risen despite weakening economic data
Defence names, gold miners and European stocks have led the way in 2025
One fund manager thinks $5,000 per ounce by the end of the decade is ‘frankly conservative’