Ukraine peace deal may reduce global inflation

The case for optimism is a potential decline in global energy and food prices.

Dec 13, 2024 • Neil Behrmann

October 2024

Gold mining stocks beat bullion by wide margin

Since the 2024 bull market began in February gold mining ETFs are way ahead of gold

Oct 25, 2024 • Neil Behrmann

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Gold is now the most significant central bank asset after the dollar

It is way ahead of the euro, sterling and yen

Oct 11, 2024 • Neil Behrmann

September 2024

Gold swings from safe haven to risk asset

Platinum better value than gold and silver but depends on auto demand

Sep 19, 2024 • Neil Behrmann

August 2024

Cyclical commodities predicting global economic downturn

Official data is dated. Several commodity charts point to potential recession

Aug 5, 2024 • Neil Behrmann

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July 2024

Green tech for industrial and agricultural Commodities

Bill Gates has opened the door for green tech commodity innovators and entrepreneurs.

Jul 23, 2024 • Neil Behrmann

June 2024

Commodity Forex Surprise

South African rand is best performing commodity currency this year- for all subscribers

Jun 24, 2024 • Neil Behrmann

Commodities outperform equities this year

Investment & speculation are the drivers. Cyclical commodities are down

Jun 4, 2024 • Neil Behrmann

May 2024

Critical Metals Boom and Bust Antidote for Copper Hype

Market fashions change at unexpected moments

May 17, 2024 • Neil Behrmann

Cinderella gold mining stocks beat bullion

Recent gold stock performance is better than the precious metal

May 11, 2024

April 2024

De Beers is in play

Anglo American will either list the world’s biggest diamond company or sell it to a predator.

Apr 29, 2024 • Neil Behrmann

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Middle East Uncertainty underpins gold

An UPDATE: US and allies try and soothe tensions between Israel and Iran

Apr 11, 2024 • Neil Behrmann

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