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Policy momentum drove uranium investments in May, with double-barreled U.S. policy actions in the form of a tax bill and multiple executive orders.

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In this report, we look at the various asset classes, sectors, equity categories, ETFs, and stocks that moved the market higher and those that moved lower.

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Monthly Commodities Tracker: April 2025

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Are commodities giving us a clearer read on the economy than the stock market? Darrell Fletcher shares what investors aren’t seeing beneath the surface of energy, metals, and macro markets.

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The Coming Commodity Bull Market

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The author thinks there’s a very real possibility that an equity bear market could unfold in parallel with a commodity bull market. Click to read.

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Implied volatilities fell across asset classes last week on the back of better-than-expected US payrolls data. Click to read.

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The S&P 500 remains resilient above 6,000 points, despite recent volatility. Check out why I recommend buying assets that track major US indices.

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Increasingly Acrimonious Fiscal Arguments May Signal End Of Pure Fiat Currency Era

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Investor sentiment refers to investors’ overall attitude or emotional outlook toward the stock market.

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In this brief market report, we look at the various asset classes, sectors, equity categories, ETFs, and stocks that moved the market higher and those that moved lower.

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While there is cyclical risk associated with the U.S., the structural investment case—which has driven outperformance in recent years—remains compelling.