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For the gold miners, investors should be focused on margins, assessing the impact of the ongoing trade war on global currencies and inflation trends for the sector. Click to read.

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Explore how tariffs, market volatility, and interest rates impact Weyerhaeuser Company and WOOD ETF shares. Click for what may move WY stock in this environment.

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WOOD: Timber Stocks Outperforming Amid Louder Tariff Talk

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The idea of a U.S. gold revaluation is making the rounds, though it’s far from a base case. Click to read.

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China's AI breakthrough, persistent inflation, gold’s outperformance, and rising energy demand underscore a shifting investment landscape. Click to read.

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Trump signed three executive orders announcing new tariffs on Canada, Mexico and China. If these countries retaliate, the global economy will see unprecedented escalation of trade tensions.

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Demand concerns induced by tariff uncertainty have only been compounded by a shift in OPEC+ policy. Click to read.

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The earnings conference calls held by the big energy equipment and services firms have shown their tariff exposure and strategies to deal with them.

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News that US-China trade talks will start this weekend has Brent crude trading higher. The supply side looks increasingly more comfortable due to the aggressive supply hikes from OPEC+.

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Despite mounting financial pressure, China says it won't negotiate until the Trump administration shows 'sincerity' by canceling tariffs on its goods.

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During the first quarter of 2025, the Massif Capital Real Assets Strategy was down 2.1% net of fees. Click here to read the full letter.

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A US stock market sell-off extended to a third consecutive month in April, though the major equity indexes pared back their March declines.