Europe
Asia
Oceania
Americas
Africa
Ignore short-term volatility: a worsening supply squeeze i
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
Comparisons with other commodities are a useful reality-check
Europe has been a winner while US has been a (relative) loser
Picking through a murky market outlook for the rest of 2025
Stocks are living their best life while the dollar is having its worst year since 1973
Issue of the week: are markets too complacent? ...