China Squeezed Rare Earth Supply. Why Are the Miners Still Down 28%?
Here is a puzzle that ought to bother anyone who owns, or is thinking about owning,...
Lithium Nearly Tripled, Then Gave Most of It Back. Here Is What the Round Trip Teaches.
Picture the chart of Chinese lithium carbonate over the past year. It sat around 73,000 yuan...
Uranium Just Broke a 19-Year Record. The Stocks Didn’t Get the Memo.
A price record is supposed to feel like a party. Uranium got one this autumn, and...
Copper Hit a Record, Then Blinked. The Story Under the Price Is Bigger Than One Mine
Copper set a record in September, and within days gave a chunk of it back. If...
Gold Is Down From Its Record High. The Buyers Who Actually Move This Market Never Left.
Ask most people what happened to gold in 2026 and you'll get the same two-part answer:...
Copper Sits Near a Record While Gold Gave Back the Whole Year. That Gap Is the Story.
Pull up a chart of the metals complex for 2026 and you would be forgiven for...
Gold Is Falling Because Inflation Is Rising. That Is Not a Typo.
Gold is having a rough month for what sounds like the most backwards reason imaginable. American...
Copper Just Posted Its Longest Winning Streak Since 1994, and the Mines Are Going Backwards
Ten weeks. That is how long copper climbed on the London Metal Exchange without a losing...
Gold Had Its Worst Quarter in 13 Years. Central Banks Bought a Record Amount Anyway.
Gold set an all-time high of $5,586.20 an ounce on January 29 of this year, and...
Nobody on Wall Street Agrees What Silver Is Worth, and August Proved It
Silver just went up about 20 percent in three weeks, and the people paid to have...