The Gold Squeeze Nobody Sees Coming

Everyone seems worried about what could send gold lower. Few appear positioned for what happens if it breaks higher. The combination of tightening technicals, resilient physical demand, and subdued positioning creates the ingredients for a potentially violent squeeze.

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America Built AI. China Is Commoditizing It.

Everyone is still debating whether China can compete in AI. Markets may already be asking a different question: What if China doesn't need to win...only commoditize the industry?