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Got Hard Assets? UBS Says "Position For A Commodity Upcycle" As Global Scarcity Emerges
Got Hard Assets? UBS Says "Position For A Commodity Upcycle" As Global Scarcity Emerges
One day after veteran commodities strategist Jeff Currie told investors to "get long and buckle up" for the next leg of the commodities rally, UBS strategist Sagar Khandelwal issued a similarly bullish call, urging clients to "position for a commodity upcycle."
Khandelwal said electrification, surging power demand, artificial-intelligence infrastructure spending, persistent supply constraints, and years of underinvestment are converging to create a perfect storm for a sustained upcycle in hard assets.
Commodities can generate returns while protecting portfolios...
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Jun 29, 2026 / Tyler Durden
US & Iran Set For New Talks, Trump Says, Hours After Tehran Denied Plans Due To Days Of Hormuz Attacks
US & Iran Set For New Talks, Trump Says, Hours After Tehran Denied Plans Due To Days Of Hormuz Attacks
After some persisting Sunday reports, including in The Wall Street Journal, said that last week's renewed tit-for-tat fighting between the US and Iran in the Strait of Hormuz had 'stalled' the next round of talks, President Trump stated on Truth Social Monday that a meeting on Iran would be held in Doha Tuesday. He stipulated that Iran has requested the talks.
"Iran has requested a meeting. It will take place tomorrow in...
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Sep 30, 2026 / Tyler Durden
Hung, Drawn, And Third-Quartered: Roll On Q4
Hung, Drawn, And Third-Quartered: Roll On Q4
By Michael Every of Rabobank
Today ends Q3, which has been a shocker even in a year of major market shocks.
Wars dragged on and spread. Russia-Ukraine saw energy sites hit and hybrid attacks against Europe increase. Saudi Arabia, not Iran, is now under missile fire and both oil exporters are partly blockaded. France gave the first sign of getting dragged into the war, which conflated more with Russia-Ukraine. A US-China summit suggested détente but news that families of Chinese AI workers can no longer...
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Aug 6, 2026 / Tyler Durden
Voter Files In Arizona's Largest County Illegally Obtained In 2020, Records Show
Voter Files In Arizona's Largest County Illegally Obtained In 2020, Records Show
Authored by Zachary Stieber via The Epoch Times,
Voter files in Maricopa County, Arizona, were obtained illegally before the 2020 presidential election, according to records released on Aug. 6 by the White House.
Authorities discovered that 633,000 voter files had been exfiltrated from the Maricopa County Recorder’s Office just before the election, according to logs from the U.S. intelligence community and other documents.
The voter files contained information such as people’s names, birth dates, and addresses.
About 930 of them included information...
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