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Over several weeks, financial markets have gradually become convinced that the crisis in the Strait of Hormuz is in the past. Each encouraging statement from the White House is immediately interpreted as evidence that maritime shipping is returning to normal. Algorithms sell oil, short positions strengthen, and there is a consensus that the worst…
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Dissection of the “Kospi Unwind”.
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On 20 July 2026, the KOSPI experienced a sharp deleveraging event, with the index falling over…
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Gold Dip Is Just “Noise,” Says VanEck Manager
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Imaru Casanova, precious metals portfolio manager at VanEck, describes…
Silver Tumbles 3.8% as Dual Demand Crumbles Under Hawkish Fed Pressure
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Silver experienced a notable decline on July 13, 2026, dropping by…
COMEX Silver Inventory Crunch Intensifies. July Deliveries Devour 31% of Registered Stock
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Silver (XAG) is undergoing a severe correction phase since its…
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The Strait of Hormuz Crisis Is Over? Physical Markets Tell a Dangerous Lie
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