Gold For Sovereignty, US Treasuries For Liquidity - Complementary Hedges

US Treasuries and gold serve complementary roles in global reserves—Treasuries provide unmatched liquidity, while gold hedges custodial and jurisdictional risks. Claims of de-dollarization are overstated; no sovereign bond market matches US Treasuries' liquidity or capacity for large-scale allocations.

Seeking Alpha • Sep 15, 2026

Bond Vigilantes Smell Blood In The Water

Treasury Secretary Bessent insists on challenging the bond vigilantes, and neither side is backing down. The underlying trends are pointing toward volatility ahead and potentially much more.

Seeking Alpha • Sep 15, 2026

How Battery Storage Is Powering Lithium Miner Momentum

Many sought-after metals have been logging significant price growth in recent months, and lithium is no exception. Key Takeaways: The price of lithium did quite well in August, as did the Sprott Lithium Miners ETF (LITP).

ETF Trends • Sep 3, 2026

4 Reasons To Believe That The 2nd Half Gold Rally Is Just Getting Started

Gold is poised for a strong rally in H2, supported by a technical breakout and favorable seasonality. A persistent gap between gold prices and global liquidity proxies implies potential targets up to $5,400/oz.

Seeking Alpha • Aug 28, 2026

How AI & Tariffs Have Helped Drive Copper's Summer Rally

While many metals and commodities are worth keeping an eye on right now, one that may warrant particular focus is copper.  Key Takeaways: The price of spot copper saw a noticeable increase in July, rising 3.65% over the one month alone.

ETF Trends • Aug 21, 2026

The Big 3: GSG, PHYS, GDX

Monday's Big 3 is focused on the commodity space, as Dan Russo turns to three products he sees holding potential in the coming weeks and months. He walks investors through his key takeaways on the iShares S&P GSCI Commodity-Indexed Trust ETF (GSG), the Sprott Physical Gold Trust ETF (PHYS), and the VanEck Gold Miners ETF (GDX).

Silver falls towards $58.50: what is driving the latest price decline?

Silver fell towards $58.50 an ounce on Friday as a modest rebound in the US dollar prompted traders to trim positions after two sessions of gains. The metal was down about 0.8% at $58.52 in early trade, snapping a brief recovery that followed the Federal Reserve's decision to keep interest rates unchanged.

Invezz • Jul 31, 2026

The Emergence of Gold in a Multipolar World

Fundamentally, a dollar rally is applying downward pressure on gold, but it's also building strength behind the curtain. A stronger dollar increases debt-servicing costs for foreign borrowers, tightens global market liquidity, raises overall funding costs, and frequently forces traders to unwind leveraged positions and carry trades.

ETF Trends • Jul 30, 2026

Summer of Silver: The Case for Buying and Holding

Is now the time to consider hopping back into silver investing? Sure, the precious metal may tend to be a bit more volatile than gold, but it is certainly offering a compelling value proposition for the months to come.

ETF Trends • Jul 7, 2026

How China's Rare Earths Dominance Reshapes Defense Strategy

The global push, particularly in Western nations, towards advanced technology in the defense sector is amplifying the realization that critical supply chains run through China. For defense strategists, this reliance becomes a roadblock on the path to critical mineral independence.

ETF Trends • Jun 4, 2026