Highlights This month saw a lot of volatility in commodities and oil in particular and so we topped up on our position in the small South American oil explorer and producer due to its extreme…
Trump’s announcement on reciprocal tariffs has sparked fear in the markets and led to a notable correction in the US markets especially, with the S&P 500 and NASDAQ down around 10% and 15% from their Read more…
Precious Metals Breaking Out! We are in the first week of March now and gold is indicating a significant monthly breakout of a trend line that goes all the way back to 2011. If we Read more…
Precious Metals Breakout! As anticipated in our recent commentary and following our topping up of precious metals miner positions last month, the precious metals have finally broken to the upside on a monthly-close basis, with Read more…