October 2025
Gold shifts from inert collateral to productive capital as tokenization frameworks emerge. US sovereign safety fades as top corporate balance sheets now price tighter than Treasuries, while programmable dollars anchor global payments.
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September 2025
Real assets reclaim the spotlight as the world’s USD 38 trillion debt wall meets a new era of liquidity. Gold breaks inflation-adjusted records, central banks now hold more bullion than US Treasuries, and uranium becomes strategic as AI turns electricity into the new bottleneck
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August 2025
Strong earnings meet stretched valuations as rate-cut hopes fade; tight labour, tariffs and wages argue against easing. Multiples look rich but are backed by real profits, while tokenization advances the next phase of financial infrastructure.
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