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The Strait of Hormuz Crisis Is Over? Physical Markets Tell a Dangerous Lie

https://www.steelldy-indices.com 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…

Dissection of the “Kospi Unwind”.

https://scoregex.streamlit.app On 20 July 2026, the KOSPI experienced a sharp deleveraging event, with the index falling over 4% intraday to close near 6,516. Key stocks Samsung Electronics and SK Hynix…

From Neutral to Overweight: Fidelity’s Gold Playbook for a 2027 Comeback

Fidelity predicts the return of a bull market for gold in 2027. According to Ian Samson, manager of multi-asset portfolios at Fidelity International, the key trends that drove gold to…

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

https://www.steelldy-indices.com This article applies the tools of game theory to the strategic analysis of the global memory oligopoly. By modeling the interactions between Micron, Samsung, and SK Hynix as a…

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

https://scoregex.streamlit.app Silver exchange-traded funds (ETFs) have surged in popularity among investors seeking exposure to precious metals due to their ease of access, tradeability, and storage convenience. However, while these financial…

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

https://www.steelldy-indices.com Executive Summary The semiconductor memory sector has undergone a dramatic correction over the past eighteen months, wiping out more than $200 billion in total market capitalization. This massive erosion…

Gold Dip Is Just “Noise,” Says VanEck Manager

EXECUTIVE SUMMARY Imaru Casanova, precious metals portfolio manager at VanEck, describes the recent correction in gold as "noise." This stance, far from being naive optimism, is based on rigorous…

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

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 same day. This divergence pushed the gold-to-silver ratio to an…

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

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 of $58 (Western spot) and $64.79 (Shanghai). This 52%…