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Daily Journal archiveActivist short seller Culper Research alleges fraud in a Chinese medical-supply firm (from Culper via X)…
Read articleWith the imminent rescheduling of cannabis from from a Schedule III to Schedule I drug, insiders have perked up in the stocks (from Kuppy’s Event Driven Monitor)…
Read article2023 was a year of “divergences” for precious metals (from Ninepoint Partners Q4 2023 Commentary)…
Read articleGold may be on the verge of a major new cycle (from Lawrence Lepard/Equity Management Associates’ Q4 2023 Letter)…
Read articleThe gap between gold and gold-mining stocks has been widening again (from The Daily Shot)…
Read articleGold has yet to decisively break out in U.S. dollar terms (as it has in most other major currencies), but momentum remains positive for now (from Lyn Alden Investment Strategy)…
Read articleGold volatility also remains historically low, which suggests the recent rally has further to run (from The Daily Shot)…
Read articleThe fundamentals of the energy sector remain surprisingly strong today (from Kailash Capital Research)…
Read articleUranium prices soared again this month (from Barchart via X)…
Read articleBombshell report reveals that electric vehicles aren’t nearly as energy efficient as we’ve been led to believe (from The Wall Street Journal)…
Read articleThis is what’s driving the big increase in U.S. oil production (from Bloomberg)…
Read articleThe Great Convergence: Why natural-gas prices could soar in the months ahead (from Goehring & Rozencwajg Associates)…
Read articleHere’s a “periodic table” of commodities returns over the past 10 years (from Visual Capitalist)…
Read articleCommodities veteran: There’s “definitely a bullish case” for 2024 (from Bloomberg)…
Read articleHistory suggests a new commodity cycle is underway (from Crescat Capital)…
Read articleBut this commodity cycle may be different from the last (from PauloMacro’s Substack)…
Read articleMarket positioning suggests commodities could be close to a significant bottom (from Ronnie Stoeferle via X)…
Read articleThe U.S. SEC officially approved spot Bitcoin exchange traded funds (ETFs) this month (from The Wall Street Journal)…
Read articleWhy Bitcoin ETFs matter (from Timothy Peterson, CFA CAIA via X)…
Read articleGlobal-banking-giant Standard Chartered forecasts Bitcoin ETFs could ultimately see inflows of $50 to $100 billion this year (from Bitcoin Archive via X)…
Read articleBitcoin ETFs represent a “spiritual reversal” of the U.S. government’s confiscation of gold (from balajis.com)…
Read articleRemember this chart the next time a disingenuous politician claims Bitcoin facilitates money laundering (from zerohedge via X)…
Read articleBitcoin is already the second largest commodity ETF asset (from Bitcoin Archive via X)…
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