A confident Chair Powell declared a hold for rates, and sounded a glass-half-full narrative for the US economy; we sniff some rates upside ahead.

Boeing closed out 2025 on a strong footing, delivering a lights-out quarter.

​​​​​​​With demand for gold and silver at a fevered pitch, speculative mania has driven premiums in China to extremely high levels, creating tension in the marketplace.

Markets dipped before Powell, then reversed higher on a stop-hunt bounce, with earnings and shifting dollar/gold moves setting up more volatility ahead.