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Trump Doubles Steel Tariffs to 50%, Touts U.S. Steel-Nippon Deal Still Short on Details In a significant move aimed at bolstering the U.S. steel industry, President Donald Trump announced that he is doubling tariffs on steel imports from 25% to 50%. This announcement came during a rally at a U.S. Steel plant in Pittsburgh, where…

This Indicator Says Silver is Undervalued: Understanding the Gold-Silver Ratio As seasoned investors in commodities and resource-driven stocks know well, precious metals like gold and silver often exhibit a high degree of correlation, yet they can diverge in their price movements due to various market factors. Recent data suggests a significant disconnect between gold and…

Nippon Steel’s $15 Billion Bid for U.S. Steel: An Analyst’s Perspective The recent $15 billion bid by Nippon Steel to acquire U.S. Steel has stirred considerable interest among investors and analysts alike, raising questions about both the immediate implications and long-term benefits of such a significant merger in the steel industry. The Context of the…

Why Chevron and TotalEnergies Stand Out as Long-Term Oil Investments When considering oil stocks, savvy investors should turn their attention to integrated energy giants, particularly during periods of low oil prices. Currently, the oil market faces such conditions, making established firms like Chevron (CVX) and TotalEnergies (TTE) strong candidates for long-term investment. Both companies offer…

Gold Miners Eschew Hedging in Favor of Elevated Prices The current landscape of the gold mining industry presents a curious contradiction. As gold prices soar to unprecedented levels, many producers are opting not to hedge their positions, a strategy that saw popularity diminish significantly after considerable losses during the previous bull market in the 2000s….

Juniors Set for Comeback in Mining Sector As the world increasingly turns its focus to innovative sectors such as cryptocurrency and technology, an important segment of the commodities market has quietly been sidelined—the junior mining companies. These smaller entities, which have been pivotal in discovering the globe’s mineral wealth, are now viewed through a lens…

The Unwinding Yen Carry Trade: Implications for Treasuries and Gold Prices In a notable shift in global financial dynamics, the unwinding of the yen carry trade is potentially set to shake the foundations of the U.S. Treasury market and fuel a resurgence in gold prices. This recent development could have serious implications for serious investors…

Chinese Billionaire Bets Big on Copper as Market Trends Shift In a bold and strategic move, a prominent Chinese trader known for his substantial gold profits has now become a leading figure in the copper market. Bian Ximing, a reclusive billionaire based in Gibraltar, is not just a trader; he’s apparently betting close to $1…

The Resurgence of Offshore Wind: Empire Wind Project Moves Forward The Empire Wind energy project, a significant offshore wind initiative off the coast of New York, is back on track after an interesting turn of events has underscored the volatile nature of energy projects in the United States. Construction, which had been halted by the…

America’s Mountain of Gold Imports: A Cause for Concern In the first quarter of 2025, the United States quietly imported over 600 tons of gold from London and Switzerland, as reported by the World Gold Council. This massive influx of precious metal is reminiscent of a bygone era when central banks aggressively stockpiled gold. With…