volatility

Energy lockdown risk dynamics post US-Iran conflict

Multi-engine analysis suggests that the closure of the Strait of Hormuz, leading to a supply shock of 20 Mb/d (20%…

1 semaine ago

Debt, Deficits, and Dollar Debasement Fueling Gold’s Bull Market

In a podcast discussion, Mike Maharrey of Money Metals interviewed Brian Lundin, President and CEO of Jefferson Financial, regarding factors…

4 semaines ago

Critical Analysis of the Gold‑Bitcoin Thesis: Orchestrated Decorrelation Strategy

[1] The note outlines a macro strategy linking (i) Gold, (ii) Bitcoin (BTC) and (iii) Capital Rotation. [2] Gold at…

7 mois ago