London The driving force here is the fear that Trump will place tariffs on gold transfers back to the US. It seems unlikely but why run the risk? After all, gold in a vault is gold in a vault. As a result, the stuff is being shipped by boatload to New York. “People can’t get

Something different A short break last week in which I came across this podcast which is both interesting and long. The whole premise is around the idea that school is a nonsense waste of time (90% of it). It necessarily caters to the lowest common denominator because it has no other choice. I must say

Gud There are going to be times this year when things get choppy. That’s just the nature of the sector, so before we get fully started in 2025, we should remind ourselves of a key component of our investment thesis. “We know the supply curve” Considering the core asset of this sector, there just are