IBM Soars On Resurfaced Trump Clip, Barclays Buy Rating As MoMo Rally Accelerates

Micro-Cap Oil Stock Soars On Helium Offtake Deal As Gulf Shock Spurs Hunt For Reliable Supplies The Hormuz chokepoint, with the U.S.-Iran conflict about to enter its third month, remains closed, and global energy flows are being rewired. One industrial gas we've identified as facing supply disruption risks is helium, which threatens to upend end markets ranging from semiconductor production to medical imaging. Earlier this month, we published a note titled "Wyoming's Helium Empire Ascends As Qatar Gas Goes Flat." The note focused on how ExxonMobil stands out as a major...

Israel is pressing the US to restart heavy airstrikes on Iran that would involve the targeted killing of Iranian Parliament Speaker Mohammad Bagher Ghalibaf, one of Tehran’s lead negotiators, and attacks on the country’s oil infrastructure, Capital & Empire reported on Thursday. The report, which cited US sources familiar with a classified report circulating within […]

The Fog Of Oil Authored by Matthew Piepenburg via VonGreyerz.gold, War, oil and gold are making headlines of late for overlapping and independent reasons. Below, we avoid the guesswork, finger-pointing or sensationalism attendant to current headlines concerning Iran and stick to a theme which offers some clarity, namely the interplay of oil and gold. The Fundamentals Stay the Same For years, of course, we have tracked the fundamental drivers which impact the gold price (from DXY debates, inflation signals, and de-dollarization headlines to COMEX outflows). All of these complex signals and themes ultimately boil down to a simple realization:...