The wires were buzzing this morning. Goldman and BofA dropped the data: a record $130 billion has flooded into global equity funds this year, but the US share of that pie is shrinking fast. Four years ago, half of every dollar went to US funds. Now it's one in four. The consensus is clear: sell America, buy the world. And I'm calling it. This is a ...

So here's what nobody's talking about. Every time a drone flies over a tanker in the Strait of Hormuz, the same thing happens. Algorithms and retail traders pile into crude oil futures like it's the last lifeboat on the Titanic. They see a scary headline, they buy. But that's almost always the sucker's bet. While chart purists like Jake Morrison ar...

By Macro & Commodities Strategy Desk | Last Updated: February 23, 2026

I walked up to my desk this morning, coffee in hand, and my main monitor was just a wall of green. Gold (XAU/USD) was absolutely ripping, blasting through the previous highs like they weren't even there. It's moments like these that remind me why I quit my marketing job back in 2019. You can't get this feeling from a PowerPoint presentation. The ma...

Crude oil prices have jumped 12% over the past week, as markets price in the risk of a potential military strike on Iran.

The gold-to-US equities ratio remains at historically low levels, according to market experts.

Cocoa bean prices continue to decline, reaching their lowest level since October 2023.

A sharp selloff is unfolding across both precious and industrial metals:

💥 Commodities surge across the board

Key points behind the bullish thesis: