MarketWatch: Oil prices are now back to prewar levels, but the market is not
CIO of Global Macro Dave Aspell shared his thoughts with MarketWatch on what to watch from here. Reserve rebuilding, demand recovery, and whether infrastructure workarounds reduce long-term dependence on the Strait of Hormuz will all shape where oil goes next.
Jul 2
FundFire: Iran Impasse, Tech Bubble Boost Macro Hedge Fund Prospects
With the ongoing Iran conflict and AI dominating risk capital, macro hedge funds are finding opportunity in what everyone else is passing over.
Jul 1
Kitco News: Gold’s pullback creates attractive entry as de-dollarization turns structural
Gold's recent correction has raised a familiar question: is the bull market over, or is this an entry point?
Jun 23