Gold hits new all-time highs, will gold miners follow?
Deterrence against an increasingly aggressive China
What are the implications of an increasingly more Russia-aligned Sahel region?
Momentum is building for a major policy change from the world's primary creditor nation.
Chinese influence, tensions between Ethiopia and Egypt, and the dispute over Somaliland
Does a weaker Chinese economy increase the likelihood of war?
Structural change in the outlook for China or a buying opportunity for an oversold equity market?
While it appears that both sides have stepped back from the brink, the odds of accidents or miscalculations between the militaries of Venezuela and Guyana leading to escalation should be taken seriously
The price of uranium is surging - this piece explores the geopolitical and fundamental drivers of the move.
Where might Money Market Funds liquidity move into this time around?
In 2024, investors should expect a trading environment rather than an investing environment until the current stop-start recession narrative is conclusively resolved
