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Plenty of Oil, Not Enough Diesel
News29/09/2026 | 1075 Views
Plenty of Oil, Not Enough Diesel

Key Takeaways The shortage is in diesel, not in crude oil. Damaged and closed refineries are driving record fuel margins worldwide. Washingt

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INSIGHTS: Markets are Moving: When Will Speculation Turn Into the Crash?
Insights28/09/2026 | 191 Views
INSIGHTS: Markets are Moving: When Will Speculation Turn Into the Crash?

S&P Markets are melting up while the cracks widen underneath, and this discussion unpacks why the land cycle's "winner's curse" phase looks li

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Bessent Pressures Fed with AI
News28/09/2026 | 1869 Views
Bessent Pressures Fed with AI

Key Takeaways The US Treasury wants the Federal Reserve to treat AI as a reason for patience on rates. The Fed has just raised rates, with inf

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Don't Give Up Your Gold
News25/09/2026 | 1184 Views
Don't Give Up Your Gold

Key Takeaways A more disciplined US Federal Reserve does not fix Washington's fiscal position. Higher rates can pressure gold short term w

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The Argument for Australian Gold Reserves to Be Held Domestically
News23/09/2026 | 1330 Views
The Argument for Australian Gold Reserves to Be Held Domestically

Key Takeaways Australia owns 80 tonnes of gold, and 99.9 per cent of it sits in London. The Bank of England holds the gold as custodian; Austr

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Bond Market Calm, and What Followed It Last Time
News22/09/2026 | 1389 Views
Bond Market Calm, and What Followed It Last Time

Key Takeaways Bond market volatility is historically low, and calm has preceded past dislocations. The land cycle and the 80 year cycle both p

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Silver Recovers as Supply Issues Have no Solution
News21/09/2026 | 1636 Views
Silver Recovers as Supply Issues Have no Solution

Key Takeaways Silver has recovered to around US$66 an ounce after a mid-September dip. The silver market is on track for a sixth consecutive a

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Saudi Arabia Turns to China as Houthi Threat Grows
News18/09/2026 | 1526 Views
Saudi Arabia Turns to China as Houthi Threat Grows

Key Takeaways Saudi Arabia has asked China to help restrain Houthi advances near the Red Sea. Two of the region's main oil export routes a

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