August 2025 delivered strong performance across most asset classes, led by World Stocks with an impressive +4.12% gain. U.S. Stocks followed with a solid +2.05% return, while U.S. Real Estate posted a strong +2.91% gain for the month.Hedge Funds continued their positive momentum with a +1.51% return in August. Bonds also participated in the rally, gaining +1.15% for the month.Managed Futures posted their strongest month of 2025 with a +1.35% gain in August, marking a notable turnaround from i...| RCM Alternatives
In a move with far-reaching implications for global supply chains and global diplomacy, China has lifted its export restrictions on rare earths to India. The monumental decision also includes key commodities like fertilizers and tunnel boring machines, and follows high-level talks between Indian External Affairs Minister S. Jaishankar and Chinese Foreign Minister Wang Yi, who […]| MetalMiner
Despite a few hiccups and occasional worries of oversupply, the global bauxite market has been growing steadily. Much of this expansion has been fueled by rising demand in the aluminum market, especially from automotive, aerospace and renewable energy sectors. About 60% of EV manufacturers and over 70% of aerospace materials use aluminum in one form […]| MetalMiner
According to MetalMiner’s sources, ArcelorMittal sought another increase in its hot rolled coil coffers on August 5. This is in addition to the increase the steel industry leader sought in the previous week. Reports indicate that the Luxembourg-headquartered company is now seeking up to €610 ($705) per metric ton EXW for Q4 delivery, up almost […]| MetalMiner
China’s decision to file a complaint in the World Trade Organization against Canadian tariffs and the steel tariff rate quota has re-focused the spotlight on what many have dubbed an “already-strained trade relationship” between the two countries. A few years ago, both nations resorted to tit-for-tat measures, including tariffs on everything from canola to electric […]| MetalMiner
Precious metals prices finally lost some steam after a bullish H1, but there are still plenty of factors in play that could affect pricing later.| MetalMiner
July 2025 presented a mixed picture across asset classes, with Commodities leading the charge for the second consecutive month with a +3.45% gain. U.S. Stocks continued their momentum with a solid +2.30% return, while World Stocks pulled back -1.12% after their strong June performance. The commodity surge pushed this asset class to +4.73% year-to-date, representing […] The post Commodities Extend Rally as World Stocks Retreat in July appeared first on RCM Alternatives.| RCM Alternatives
In this episode of The Derivative, Jeff Malec sits down with Jeff Apel, principal at Wharton Capital Management, to dive deep into the current cattle market. With beef prices hitting near-record highs, Apel shares his extensive experience from the trading floor to today’s futures markets, explaining the complex dynamics behind rising meat prices. From drought […] The post Beef Prices at All-Time Highs: Inside the Meat Markets with Jeff Apel of Wharton Capital appeared first on RCM Alterna...| RCM Alternatives
June 2025 maintained the market momentum as U.S. Stocks delivered another strong month with a +5.14% gain, while World Stocks rose +3.90%. This continued strength has pushed U.S. Stocks' year-to-date return to +6.05%, while World Stocks extended their impressive lead with an +18.49% return for the year.Commodities rebounded significantly with a +4.11% gain in June, moving back into positive territory for the year at +1.23%. Hedge Funds contributed positively with a +1.53% monthly return, brin...| RCM Alternatives
We’re unveiling the mystique of the amethyst – nature’s healing gem – known for its velvety hues and rich history. From ancient Greece to modern jewellery designs, discover the timeless charm of these captivating cosmic cuts that have spellbound people throughout the ages. The post Alluring Amethysts : Digging Deep into Amethyst Mining appeared first on Mining Outlook.| Mining Outlook
We return to RG Gold, the leading Kazakh gold mining production business taking bold steps in exploration and mine site safety to uphold its upward trajectory. Marat Shaimardanov, Deputy CEO and CFO, updates us on the company’s recent developments. The post RG Gold : A Golden Legacy for Kazakh Mining appeared first on Mining Outlook.| Mining Outlook
The Raw Steels Monthly Metals Index (MMI) accelerated during the month, moving up 3.87% from July to August as steel prices continued to slide. U.S. Steel Prices Continue Slow Downtrend U.S. steel prices have remained within a slow but steady downtrend since their late-March peak. As of mid-August, prices were down 9.49%, falling to their […]| MetalMiner
The Automotive MMI (Monthly Metals Index) moved sideways, dropping by 0.84%. The U.S. automotive sector is reeling from recent developments that are dramatically altering the landscape for metal sourcing and procurement. Over the past month, new metal tariffs and trade deals, wild swings in aluminum and copper prices and frank warnings from automakers have converged […]| MetalMiner
The Rare Earths MMI (Monthly Metals Index) moved sideways, rising a modest 0.37%. Overall, the global rare earth metals market has seen a whirlwind of developments in the past few weeks, sending ripples through both supply chains and pricing. A series of U.S. and Chinese policy moves, from Washington’s unprecedented price support for rare earth […]| MetalMiner
The Aluminum Monthly Metals Index (MMI) edged higher, but the pace slowed. Ultimately, the index saw just a 0.85% rise from July to August as the price of aluminum seemed to enter a period of flux. Track other MetalMiner monthly indexes here, and compare how the overall industrial metal market is performing. Midwest Premium Futures […]| MetalMiner
The latest copper tariffs represent a dramatic shift from previous policies, but the market is nonetheless working to improve supply security.| MetalMiner
Executive order calls on DOL, SEC to expand retail access to crypto, commodities, private securities| Investment Executive
The EU steel industry is bracing for significant changes amid changes to the import safeguard system, tariffs, and the upcoming CBAM.| MetalMiner
A empresa britânica quer adquirir um projeto integrado de mineração e logística no Nordeste do Brasil que inclui uma mina de minério de ferro, um futuro porto de águas profundas e uma ligação ferroviária| Bloomberg Línea Brasil
U.S. construction industry woes continue as tariffs and Fed interest rates cause chaos. Although flat for June, the index will see higher prices soon.| MetalMiner
Aluminum prices slowed their ascent this month, but the Midwest Premium found a brand new high. What does this mean for the short term outlook?| MetalMiner
Though nickel prices and demand slumped, U.S. mills secured significant price hikes for most forms of stainless steel. The question is, will they hold?| MetalMiner
As the European steel industry continues to evolve, ThyssenKrupp is making significant investments in multiple plants while reducing its workforce.| MetalMiner
The U.S. automotive manufacturing sector recently got a shock from Trump's new copper tariffs. They come at a bad time, but there are solutions.| MetalMiner
The price of copper is again flirting with all-time highs. MetalMiner explores the primary drivers affecting the fluctuating global prices.| MetalMiner
Steel prices remained mostly steady throughout June, but a series of factors could affect global markets throughout H2 and beyond.| MetalMiner
A long-awaited trade deal on rare earths may ease tensions among U.S. manufacturers, but China reserves the right to shake things up.| MetalMiner
It is widely known that coronavirus has impacted numerous businesses and industries worldwide. Freight and logistics are not an exception.| www.ilscompany.com
Hungary's steel industry has recently received a boost from its partnership with BYD, but some European nations worry about BYD's market share.| MetalMiner
Tariffs and global conflicts have put global energy in a state of flux. Now, the U.S. must contend with a liquefied natural gas offer from Russia to Mexico.| MetalMiner
Trinity Metals is on a mission to produce high-quality metals through responsible, eco-conscious operations and business practices. We speak to Peter Geleta, CEO, to learn more about the company’s conception and grand plans for the future. The post Trinity Metals : Enabling a Better Future appeared first on Mining Outlook.| Mining Outlook
The Global Precious Metals MMI (Monthly Metals Index) saw a strong rally from mid-May to mid-June. Precious metals prices like gold, silver, platinum and| MetalMiner
Greenland Resources given OK to explore for molybdenum as Arctic island and its mineral riches have become hot geopolitical topics. Read on.| financialpost
Amid chaos from the Trump Tariffs and ongoing trade deals, automakers around the world are making big moves to preserve their bottom lines.| MetalMiner
This week on Gold for the 21st Century, we welcome Greg Sharenow back into the SmarterMarkets™ studio. Greg is Managing Director & Portfolio Manager for…| SmarterMarkets™
This week on Gold for the 21st Century, we welcome Greg Sharenow back into the SmarterMarkets™ studio. Greg is Managing Director & Portfolio Manager for…| SmarterMarkets™
All eyes are on stainless steel prices following Trump's surprising tariff announcement. What's really in store for the stainless market?| MetalMiner
New "Trump Tariffs" are inbound, this time for steel and aluminum. Is there a method to the trade madness, or is it possible duties will stick around?| MetalMiner
Saloro SLU is an international leader in the provision of the crucially important metal. Evren Oren, COO, tells us more about the historic industry and the company’s innovative plans for the future.| Mining Outlook
The enchanting world of opals captivates the spirit, as their radiant colours inspire creativity, intertwining profound historical significance with symbols of hope. We explore the journey of these magical gemstones and their resurgence in modern culture. The post Opulent Opals : Digging Deep into Opal Mining appeared first on Mining Outlook.| Mining Outlook
Using modern technology to restart activities in an existing mine area in a sustainable manner, Nordic Iron Ore emerges as a mining company with a difference. Ronne Hamerslag, CEO, outlines the company’s goals. The post Nordic Iron Ore : A Regenerative Operation appeared first on Mining Outlook.| Mining Outlook
This week on The Derivative: In this compelling episode, @David Dziekanski, founder of Quantify Funds, joins host Jeff Malec to unpack the fascinating world of Bitcoin and gold. Dive deep into the innovative BTGD ETF, which stacks 100% Bitcoin and 100% gold, and explore the cutting-edge concept of portable alpha. Dziekanski shares insights on why […]| RCM Alternatives
In this episode, we dive deep into the world of commodity trading with Stephane Bernhard, CEO/CIO of CAM Multi-Strat Asset Management. Drawing from his 30+ years of experience starting at Louis Dreyfus through commodity trading house ETG, Stephane shares how commodity trading has evolved from pure fundamental analysis to today's complex intersection of physical, financial, and systematic trading.The conversation explores the world of commodity houses and physical trading of commodities, befor...| RCM Alternatives
Advancing notable gold mining projects across Nigeria, Senegal and, more recently, Côte d’Ivoire, Thor Explorations is positioned for continued organic growth across West Africa. Segun Lawson, CEO, tells us more. The post Thor Explorations : The Gold Standard in Mining appeared first on Mining Outlook.| Mining Outlook
Producing some of the world’s most precious diamonds, Debswana Diamond Company’s four cutting-edge mine sites are key drivers of Botswana’s socioeconomic growth. Andrew Maatla Motsomi, CEO, delves deeper. The post Debswana Diamond Company : Brightening Botswana’s Future appeared first on Mining Outlook.| Mining Outlook
Peter Schiff vs. Spencer Schiff: The Father-Son Debate Over Bitcoin, Gold, and What Makes Money Valuable - 2025 UPDATE: Years after their now-legendary Twitter feud, Peter and Spencer Schiff's debate over gold vs. bitcoin continues to symbolize a deeper| Gold IRA Guide
We continue Gold for the 21st Century this week with Don Casturo, Founding Partner and Chief Investment Officer at Quantix Commodities. David Greely sits down…| SmarterMarkets™
Se vuoi fare un affare, trova qualcuno con cui bere un bicchiere di vino. Bastasse così poco, uno potrebbe anche avventurarsi in un drink con Trump, ma no, non basta così poco. Serve uno sguardo più lungo e più alto sulle cose. Comprese quelle t| Intravino
We continue Gold for the 21st Century this week with Don Casturo, Founding Partner and Chief Investment Officer at Quantix Commodities. David Greely sits down…| SmarterMarkets™
Abstract An early analysis of the imperialist implications of the surge of global commodity prices was conducted in 2014 by Jonathan Nitzan and Shimshon Bichler. However, their analysis did not consider how the US monetary and fiscal expansionist policies have contributed to the rise of global commodity prices. This article fills this gap. Arguably, under […] The post Kim, ‘Monetary Expansionism, Global Commodity Prices, and Global Inequality’ appeared first on Capital As Power.| Capital As Power
Trading futures, forex, and other commodity interests involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results.Diversification stands as one of investing's most powerful concepts—yet many investors still misunderstand its true value. Beyond simply "not putting all your eggs in one basket," proper diversification can create resilience against market volatility while potentially improving long-term returns. Let's...| RCM Alternatives
Though stainless steel continued to move sideways, nickel prices maintained their upward trajectory, complicating the forecasting process.| MetalMiner
Steel prices recently jumped on increased pre-tariff demand. However, many industry insiders when they might find their peak.| MetalMiner
Tariffs have had mixed effects on stainless steel so far, as have nickel prices. However, some firms hold out hope for a strong Q1.| MetalMiner
Will Trump Add Gold to the U.S. Sovereign Wealth Fund? What It Could Mean for Gold Prices? - With Donald Trump’s recent push to create a U.S. sovereign wealth fund (SWF), many investors are wondering: Will gold be part of it? Given Trump's| Gold IRA Guide
As the final whistle blew on December 2024, the asset class scoreboard showed a tough month for most players, with only a few bright spots. Managed Futures showed some resilience, posting a solid gain of +1.27% in December, although that was mainly a bounce back from a down month in November. Elsewhere, most other asset classes struggled to stay afloat. Commodities also managed to finish in the green with a +2.98% gain, recovering from November losses. However, the rest of the field faltered,...| RCM Alternatives
The Renewables MM) dropped further in December, setting up a potentially volatile year for battery metals and their buyers.| MetalMiner
Remember back in 2021 when Rodrigo Gordillo, Adam Butler, and Corey Hoffstein introduced us to "Return Stacking"? What started as an intriguing whitepaper has blossomed into something much bigger, transforming how many of us think about portfolio construction. Let's dive into how this concept has evolved and why it matters even more today.The Basics Haven't Changed (But The World Has)At its heart, return stacking remains beautifully simple - it's about using leverage intelligently to enhance ...| RCM Alternatives
After a devastating 2023, nickel prices are on track to finish up 2024 down even further, with significant impact on stainless steel.| MetalMiner
Many insiders anticipate a surge in aluminum prices due to recent moves by China and a variety of other factors set to go into motion soon.| MetalMiner
As President-elect Donald Trump prepares to assume office in January 2025, industrial metal prices are poised for a number of shifts such as...| MetalMiner
The global steel industry may be looking down the barrel at some big changes as Trump's win, potential tariffs, and auto industry issues mount.| MetalMiner
Precious metals prices experienced quite a ride from October to November, with debates raging as to where they might head next.| MetalMiner
Are we seeing the first offshoots of a recovery in China’s steel industry? Some media outlets report that Chinese steel output turned positive for the first| MetalMiner
Good construction news has been hard to come by recently, but the latest Fed rate cuts have had a positive impact on the industry so far.| MetalMiner
In October, most asset classes experienced setbacks amid increased market volatility:Global equities faced significant headwinds, with the ACWX world stock index falling -4.65% on concerns over slowing economic growth and geopolitical tensions. U.S. stocks showed more resilience but still declined, with the S&P 500 slipping -0.89%.Real estate also encountered challenges, with the IYR index dropping -3.49% as rising borrowing costs and economic uncertainty weighed on the sector. Speaking of th...| RCM Alternatives
This week, we kick off our new series Inside the Coffeehouse. In this series introduction, host David Greely introduces SmarterMarkets™ Coffeehouse, our new social media…| SmarterMarkets™
This week, we kick off our new series Inside the Coffeehouse. In this series introduction, host David Greely introduces SmarterMarkets™ Coffeehouse, our new social media…| SmarterMarkets™
In September, most asset classes saw a slight upward trajectory, except for commodities, which have continued to slip since July:U.S. real estate maintained its momentum, with the IYR index gaining +3.07%, as favorable mortgage rates and sustained demand persisted. Global equities extended their advance, with the ACWX world stock index rising +2.64% and the S&P 500 climbing +2.10%, driven by positive economic data.Bonds delivered solid returns, with the BND index up +1.31%, as yields remained...| RCM Alternatives
Scenes from Samsara and the architecture of investors' assumptions. The post The Mandala appeared first on Portico Advisers.| Portico Advisers
🎉 August was a wild ride for asset classes! 🎢U.S. real estate stole the show, with the IYR index showed gains of 5.40% as lower mortgage rates had buyers jumping for joy! U.S. and global equities also advanced, with the S&P 500 rising 2.34% and the ACWX world stock index climbing 2.71% on solid corporate earnings.Bonds delivered positive returns of 1.45% as Treasury yields stabilized. Hedge funds increased by 0.76%, with the QAI index benefiting from diversified strategies across asse...| RCM Alternatives
1. Ruchir Sharma makes an important point about the norm in the financial markets and central banking today. If you remember a couple of we...| gulzar05.blogspot.com
Between rampant human rights abuses and Chinese influence, cobalt mining in the DRC has more than its share of dirty secrets.| MetalMiner
Huta Częstochowa, Liberty's Polish asset, recently entered bankruptcy, leaving many wondering what this means for the local steel industry.| MetalMiner
More bad news for China's struggling steel industry continues to raise alarm bells about the steel manufacturing leader's future.| MetalMiner
Both Malaysia and India instituted anti-dumping investigations against China and several other countries accused of pushing cheap steel.| MetalMiner
There remain several schools of thought regarding the future of the global lithium market, with some arguing for growth while others see a downturn.| MetalMiner
While the price of aluminum saw an increase this month, significant downsides remain at work in the market, particularly regarding China.| MetalMiner
Kicking off in the third quarter, the month of July delivered a moderately positive performance across the major asset classes. There were not exceedingly great gains, but mostly, all were above the red, with only a couple suffering from declines. Commodities retreated, with the GSG index slipping -2.89% and falling to the bottom of the chart. Though relatively strong initially, they have begun to lose their luster coming off the 2nd and starting this 3rd quarter. Managed futures strategies t...| RCM Alternatives
In June 2024, most asset classes delivered positive returns, with U.S. stocks leading the pack:U.S. equities showed strong performance, with the S&P 500 climbing +3.53%, continuing the positive momentum from May. This robust growth in the domestic market contrasts with the slight decline in World stocks, which fell by -0.43%.U.S. Real Estate maintained its upward trajectory, gaining +1.88% in June, following a strong showing in May; this suggests a continued recovery in the property market de...| RCM Alternatives
In May, most asset classes rebounded after April's pullback: U.S. stocks led the way, with the S&P 500 gaining an impressive +5.06% as corporate earnings showed resilience. Real estate also recovered, with the IYR index climbing +4.93% as lower mortgage rates renewed demand. International shares participated in the rally, rising +3.95%. Bonds stabilized, with the Barclays Aggregate index gaining +1.68% as yields pulled back from recent highs. Hedge funds captured the upside with more direct...| RCM Alternatives
As a critical yet often forgotten metal, tin is essential for a sustainable world. Bill Scotting, CEO of First Tin, examines the mineral’s supply and demand, which is driving the need for new mines.| Mining Outlook
We discover how the gold-mining company RG Gold is achieving and surpassing these ambitious goals with CEO, Lawrence Rossouw.| Mining Outlook
April represented a step back following March's gains, aside from Managed Futures being the star of the show this month.Commodities demonstrated resilience, posting a modest +0.95% growth despite the turbulence induced by the prospects of normalizing financial conditions. This volatility led to portfolio recalibration across sectors.Managed futures strategies once more, demonstrating relative resilience, advancing +1.99% through balanced long-short exposures, and leveraging their flexible fra...| RCM Alternatives
With the recent passage of the Inflation Reduction Act, the federal government has taken a bold step towards a carbon-free future for America. There| Sol Systems
On this week’s installment of our Setting Course series, we welcome Andrea Hotter, Special Correspondent at Fastmarkets, into the SmarterMarkets™ studio. Host David Greely sits…| SmarterMarkets™
Last week I had the pleasure of joining “2 Vikings” for a podcast interview. The 2 Vikings are Frank Nilsen and Stian Nicolaysen, two Norwegian podcasters and successful entrepreneurs (…| I-System Trend Following