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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
Issue of the week: are markets too complacent? ...
When the president of the US is a former television show host, it’s no wonder that world politics resembles a bad am-dram production with a furious director. “I’m not happy with Israel… I’m not happy
Oil shock averted? World leaders and commodity traders have spent the past fortnight on edge as the long-running Iran-Israel conflict turned hot. Matters came to a head at the weekend when the US dire
Those who dislike luxury stocks cite similar criticisms to those who dislike the clothes many of them make. They are too expensive, fashionable one minute and out of style the next. For European inves
