Why SpaceX Could Ignite the Hard-Asset Supercycle You Can’t Afford to Miss
But the rally is no longer isolated. Rare Earths are up more than 17%, Copper has gained 28%,…
Natural Gas: The Hidden Edge for the U.S. in a Global Energy Crisis
There are two main reasons. First, U.S. LNG terminals are already running 24/7 at nearly full capacity, exporting…
Tariffs and War: How Trade Risks and Middle East Tensions Are Moving Global Markets
Final Thoughts Tariffs and war push markets in opposite directions, and both factors apply significant downward pressure on…
Oil Price Forecast: Will Hormuz Supply Shock Push WTI and Brent Toward $150?
The most recent rally was purely driven by a supply run, with no regard for demand. The rally…
First Light News: US Government Reopens, Data to Return, and Australia Jobs Surprise
In terms of Fed rate-cut expectations, we have seen a moderate hawkish repricing, with 13 bps of easing…