AI Demand, HBM Breakthroughs, and Credit Risks: The Trio Driving Memory Market Dynamics

4 weeks ago

https://www.steelldy-indices.com This article applies the tools of game theory to the strategic analysis of the global memory oligopoly. By modeling…

Silver ETFs: Advantages, Disadvantages, and What Investors Should Know

4 weeks ago

https://scoregex.streamlit.app Silver exchange-traded funds (ETFs) have surged in popularity among investors seeking exposure to precious metals due to their ease…

How a $200 Billion Memory Sector Crash Creates an Asymmetric Bet for Savvy Investors

4 weeks ago

https://www.steelldy-indices.com Executive Summary The semiconductor memory sector has undergone a dramatic correction over the past eighteen months, wiping out more…

Gold Dip Is Just “Noise,” Says VanEck Manager

4 weeks ago

EXECUTIVE SUMMARY Imaru Casanova, precious metals portfolio manager at VanEck, describes the recent correction in gold as "noise." This stance,…

Silver Tumbles 3.8% as Dual Demand Crumbles Under Hawkish Fed Pressure

4 weeks ago

https://www.steelldy-indices.com Silver experienced a notable decline on July 13, 2026, dropping by 3.8%, surpassing gold’s decrease of 2.9% on the…

COMEX Silver Inventory Crunch Intensifies. July Deliveries Devour 31% of Registered Stock

4 weeks ago

https://www.steelldy-indices.com Silver (XAG) is undergoing a severe correction phase since its peak in January 2026 (~$120/oz) down to current levels…

Gold’s Price Dips: The Real Story Is Its New Role in Global Finance

4 weeks ago

https://www.steelldy-indices.com Gold is currently a structurally important asset. Although the gold market may be consolidating around $4,000, one market strategist…

Structural risk of private banking blockchains on Bitcoin and the crypto ecosystem

4 weeks ago

https://www.steelldy-indices.com JPMorgan's note from July 9, 2026 identifies a structural threat to Bitcoin and public cryptocurrencies: the rapid expansion of…

Risk of reclassification of Data Tokens as securities. Switzerland (FINMA) and Liechtenstein (TVTG)

1 month ago

https://scoregex.streamlit.app Swiss FINMA classifies tokens into three categories: payment tokens, utility tokens, and asset tokens. A utility Data Token that…

The Super-Cycle of Energy Transition and AI Metals

1 month ago

1. Demand Megatrends FTSE Russell identifies two megatrends: AI and the energy transition. We quantify them as follows: A. AI…