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…
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…
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…
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…
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…
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%…
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 believes investors should focus less on short-term price fluctuations and…
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 private and permissioned blockchains driven by commercial banks (Kinexys, JPM…
https://scoregex.streamlit.app
Swiss FINMA classifies tokens into three categories: payment tokens, utility tokens, and asset tokens.
A utility Data Token that does not grant rights to a financial underlying is a…
1. Demand Megatrends FTSE Russell identifies two megatrends: AI and the energy transition. We quantify them as follows:
A. AI Infrastructure: The five hyperscalers (Amazon, Microsoft, Google, Meta, Apple)…