From the editor-in chief...

I’ve never had much luck with metals. In 1981, around a year after the last structural gold bull market peaked, I was given a small krugerrand. Aged seven, having noted that it was not made of chocola

Goldbugs are not ideal dinner guests. They are rarely in a particularly cheery mood: one pro-gold article I recall from the optimistic 2000s was entitled We’re freaking doomed, dude. That conjures up

“Perhaps he’ll do an Elvis and have a fatal heart attack on the loo,” a friend muttered this week. Like most investors, she is having trouble getting used to the idea that the US president has become

Andrew Van Sickle: A recurrent theme this year, and the subject of one of your key research papers, was drawing parallels between the dotcom bubble and this AI boom. What’s your take? Is this a case o

Relax about Relx: “All eyes are on software and legal firms like Relx,” says Chris Beauchamp of investing platform IG. AI start-up Anthropic has parked “its tanks on their lawn in a clear threat to th

Companies in the news and how they were assessed