Everyone says buy gold. Then what?

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John Paulson recently argued that gold remains in the early stages of a long-term bull market. The billionaire hedge fund manager is hardly alone.

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Wall Street De-Risked Tech. China Didn't.

Wall Street de-risked tech. China didn't. Instead, it launched a $500bn DRAM champion and appears to have started producing domestic DUV lithography systems. The AI trade may have entered a very different phase.

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Massive Relax

President Trump’s threats of ‘massive attack’ late last week that saw Brent crude surge above $100/bbl, higher bond yields, and equities under pressure has now given way to a massive relax, with Brent below $92/bbl...