Analysis

Gold & industrial metals delivered very different flavors of upside in 2025, and that split sets up a clear choice for 2026 positioning. 2025 scorecard – precious vs industrial Precious metals GLD (gold): Gold had a huge year; GLD returned about 64% in 2025, beating major equity indices as investors looked for safety amid political […]

2026 oil & gas storylines Oil prices have stayed relatively firm into early 2026, supported by OPEC+ supply management, geopolitical tension, and resilient global demand. The United States Oil Fund (USO) reported “strong” January 2026 results, with total income around 143 million dollars and NAV up to roughly 1.0 billion dollars, reflecting profitable long oil