Section
Commodities
642 posts
Gold Looks Oversold. Is This the Contrarian Moment Investors Have Been Waiting For?
by Frank Holmes, CEO, CIO, U.S. Global Investors Gold has always had a way of testing investors’ expectations.…
A Super El Niño Threatens Rolling Waves of Commodity-Driven Inflation
by Editorial Team, AdvisorAnalyst.com Schroders' David Rees and Sandeep Jaggi open with a framing distinct from a standard…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Fertilizer and Food
A break in fertilizer supplies will be felt around the world.
The Physical Economy Strikes Back: Why Commodities and Industrial Metals Belong in Every Serious Portfolio
By Pierre Daillie, AdvisorAnalyst The Iran war changed the conversation. In one geopolitical shock, commodities went from a…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Seeds of Opportunity: The Case for Agriculture Investments
LPL Research explores opportunities in agriculture as supply risks and fertilizer constraints reshape commodity markets and support potential gains.
Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1)
by Lance Roberts, RIA The commodity supercycle thesis is everywhere right now. Bank of America’s Michael Hartnett, one…
A Maelstrom of Factors in the Midst of a “Drôle de Guerre”:
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “It is plausible that the record-breaking rally…
Hormuz Reopening Won't Mean Immediate Normalization
Broken supply chains will need time to heal.
The Clock Underground
Iran's Oil Fields Face a Damage Threshold That No Ceasefire Can Reverse
BMO's Brent Joyce: The Smartest Thing You Can Do in a Geopolitical Crisis Is Also the Hardest
Markets don't wait for certainty. And neither, it seems, does Brent Joyce. On a recent Monday morning already…
The Bull Market Nobody Owns — And Why It's Just Getting Started
Meb Faber on Regime Change, the Concentration Trap, and the Portfolio Built for What Comes Next
Helium Is Elementary
A light element has a heavy industrial need.
When Cannons Fire, What Does Your Portfolio Do?
Man Group's Henry Neville Builds the Case for a Permanent War Hedge — and Finds Some Uncomfortable Anomalies Along the Way
The World Has Shifted — And So Should Your Portfolio
Schroders' March 2026 Equity Lens lays out a compelling, data-rich case for why the old playbook no longer applies