Cycle Analysis of Oil & Gold: (19.05.2025)

Energy is still the place to be

(30.06.2024)

Commodities Pull Back Sharply: (09.06.2024)

South Africa Elections and it´s impact on $SBSW: (26.05.2024)

The Oil and the Reflation Trade: (31.03.2024)

Changing our Macro Outlook: (04.02.2024)

$GPRK: Stock pick and investment idea (24.01.2024)

The reflation trade (10.01.2024)

$SBSW: Stock pick and investment idea (16.10.2023)

Shift Alert: Long Precious Metals vs. Cyclical Commodities – 22.06.2022

Long China Tech / Short US Tech  – 13.06.2022

Cycle Analysis: Precious Metals and Energy Stocks – 21.10.2022