⛏ Gold Outperforms Tech as Momentum Shifts in Market

Gold Outperforms Tech as Momentum Shifts in Market
A multi-decade outperformance of tech stocks over gold may be reversing. Breakdown patterns in major indices and leaders like Apple and Microsoft suggest a tectonic shift in relative strength. Gold's technical setup is strengthening, while tech’s dominance looks increasingly fragile. Read on »

Is Uranium’s Bull Market Over?
Uranium's spot price decline in Q1 has shaken investors, but the commodity’s long-term thesis is still strong. Structural supply shortages, high term pricing, and government-backed nuclear expansion remain intact. With geopolitical uncertainty easing and utility buying expected to restart, the market may be nearing a major turning point. Read on »

ETF Demand Fuels Gold Rally
Gold demand in China shifted decisively toward investment in Q1 2025, with ETFs gaining 23 tonnes — a quarterly record. Meanwhile, jewellery-led wholesale demand lagged amid record gold prices. Imports remained sluggish early in the year, but mounting global trade risks and retail investor demand helped widen local premiums and support prices. Read on »

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• Who Pumped Up This Bubble Economy? Link>>

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• The End-of-Life Recycling Rates of Select Metals Link>>

• The Dollar Bubble Just Burst Link>>