The gold stocks declined, with the GDX down -1.8 and the GDXJ losing 4.0% on the drop in the metal price and overall pullback in equities, with the S&P 500 losing - 2.0%, the Nasdaq plunging -4.4% and ...

Here is the only idea. A bank pledge is not a purchase order. The banks promised to help mineral-rich developing countries add value at home, in processing, refining, and manufacturing, not only in ...

Elon Musk put an audience in the room so the internet could not call the flying car a fake. The panel on Valuetainment believed the thrusters. The share price, in the first minutes of trade, did not.

This is not a recommendation to buy or sell Treasuries, agency mortgages, gold, the dollar, or any miner that lives off the gold price. It is a reading of a ZeroHedge piece published the evening of ...

At a mining conference, Doomberg said he does not buy the stocks. He buys the same gold every month, and he thinks the diesel spike is already writing its own glut. Not a recommendation.

Here is the only idea. Interest is not a cathode. A conversation can be real and still not be a pound of copper. No tech firm has bought a piece of Anglo. The merger that would make Anglo a larger ...

That is the only idea. A stretched price is a description of how far a market has already gone. It is not a signal that the next move is back. The dollar can be crowded, the euro can be crowded short, ...

Crude can sit in the tank and the haul truck can still pay up. Diesel has held a premium since 2004. In October 2026 that premium is about $1.85 a gallon, and the cause is a missing distillate barrel, ...

A desk called $56 the floor while the metal was still testing it. Wholesale prints later went through that price. The dollar, a 5 percent bond, a Chinese tech loss, and a momentum model do not have to ...

Here is the only idea. A sentence is not a barrel. "Easily available" is a claim about rocks no one in that post identified. The public record is a ban, a permit that is still a question, a winter ...

Here is the only idea. Over a long life, the paper unit is the thing that loses. Governments that borrow without end will cheapen the unit they owe you in. Dimon described the machine this month.

Four companies may spend $750 billion this year. One theoretical site in Texas shows where it goes. The chip check is a bet that AI earns. The building check is a bet that the cranes keep moving. They ...