Good Reads
China Is Taking On Mining Giants to Reorder a $190 Billion Market
China has sought for decades to turn its clout as the world’s largest commodities consumer into pricing power. With iron ore — the most traded raw material after oil, and the backbone of global economic expansion — it is closer than ever to success. Read on »
You’re not late. The frenzy hasn’t started
Gold just posted its worst month since 2008. Silver gave back a third of its value from the January highs. If you own resource stocks, March felt like the market was trying to tell you something… that the bull run you finally believed in had already ended. But price doesn’t tell you where the cycle is. It tells you where the emotion is. And there’s a scoreboard for the cycle that nobody knows how to check. Read on »
Central Bank Gold Statistics: Central banks stay the course on gold in February
Central banks remain firm on gold accumulation in February, having bought a net 19t. This was a rebound from the lull we saw in January, though lower than the monthly average of 26t reported in 2025. Just two months into the year, central banks have bought 25t, a pace much slower than the same period last year (50t). Read on »
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