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War With Iran Rising Oil Prices Bring Market Volatility The US war with Iran has entered its second week, and President Trump has warned that the fighting is only beginning. While markets were initially slow to react to the conflict, oil prices have been steadily rising as the days wear on; crude oil prices passed $100 a barrel for the first time since 2022. With the Straight of Hormuz effectively closed, oil reserves are filling up and companies are being forced to cut production. About 20%...

Here’s a counterintuitive truth about bubbles: you usually recognize them before  they pop. That’s what makes them so dangerous. In real time, the evidence often feels obvious: concentrated gains, stretched valuations, euphoric headlines. Yet prices keep rising anyway. People say, “Yes, it’s expensive… but this time is different.” And then they lean in. So let’s ask the question directly: Are AI stocks in a bubble?  And if so, what does that mean for your portfolio right now? This post...

Gold Rush Metals Reach Record High Prices Should you be going for gold? Even with a significant pullback this week, gold has had a historic run-up in price over the past year, and at the end of January passed $5000 an ounce for the first time. Silver had also enjoyed a boost to over $100 an ounce, bringing gold and silver valuations to their highest since 1979 (CNN). Investors that have maintained diversified commodity exposure in their portfolio have likely benefitted from this rise. This...