Macroeconomics

Inside the Agricultural Commodity Trade You Missed

Inside the Agricultural Commodity Trade You Missed

$727M in DBA, $582M in MOO, and +1.2% YTD returns while equities fell

Trading

+11

The $3.9 Trillion Question: Why Gold ETFs Just Became Strategic Cash for Investors Who Know What's Coming

The $3.9 Trillion Question: Why Gold ETFs Just Became Strategic Cash for Investors Who Know What's Coming

Gold trading volumes tripled. And gold gained 70% in a single year

ETF Investing

+9

How Geopolitical Risk Stopped Moving Oil Prices and Started Moving Precious Metal

How Geopolitical Risk Stopped Moving Oil Prices and Started Moving Precious Metal

Gold surged 70% and defense ETFs gained 62% while Brent crude flatlined

Commodities

+12

Tariffs, Debt, and Defense ETFs Up 66%: The Trump 2.0 Playbook Nobody's Talking About

Tariffs, Debt, and Defense ETFs Up 66%: The Trump 2.0 Playbook Nobody's Talking About

$3.3 trillion in expected tariff revenue became $2.5 trillion

SupplyChain

+10