sanfel/iStock Editorial via Getty Images Boeing ( BA ) +4.1% in Friday's trading, making it the top gainer on the Dow Jones average, following a Bloomberg report that the company is closing in on one of the largest sales in its history, ​an order for 500 737 MAX jets to be announced when ​President Trump travels to Beijing at the end of this month. The U.S. and China also are in talks for a widebody sale that includes ​~100 787 Dreamliner and 777X jets, which likely would be announced at a later date and not part of the upcoming summit meeting, according to the report . The two sides are still negotiating the specifics of the announcement, with the U.S. seeking a firm commitment and not just a headline-grabbing dollar value, the report said. China once made up ~25% of Boeing's ( BA ) ​order book, but the company now ​has only ⁠134 unfilled orders from Chinese airlines, or ~2% of its order book. Trump plans to visit China from March 31 to April 2 for the meeting, his first state ⁠visit to China since 2017, and Xi is expected to visit Washington later in the year. More on Boeing Boeing And Airbus Deliveries Weakness Show Critical Challenge: What's Going On? Boeing: Quietly Setting Up The Next Production Surge After A Surprise Delta Win Boeing's Profit Illusion: The Real Turnaround Starts Now

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A commercial ship is seen anchored near the Strait of Hormuz off the United Arab Emirates, March 2, 2026. Photo: IC Photo A tentative solution for war risk insurance has emerged for vessels transiting the Strait of Hormuz. But with daily charter rates for oil supertankers quadrupling within a week to nearly $800,000, it remains unclear when normal shipping traffic will resume through the critical waterway. International insurers have begun signing new war risk contracts for ships entering the Persian Gulf and the Strait of Hormuz at a rate of 1% of a vessel’s hull replacement value, renewable every seven days, Caixin has learned from several shipping companies. Before the recent conflict, the rate was 0.25%.

Stock Market Today: Dow Loses 450 Points As Oil Prices Surge; Palantir Rises, Nvidia Falls (Live Coverage) Investor's Business Daily

The Iran war rattled but didn’t break Wall Street this week. Instead it exposed the limits of diversification strategies built to cushion investors against chaos. Throughout the week, stocks and bonds repeatedly fell together as oil surged and the inflationary shock of a supply disruption pushed Treasury yields higher instead of lower — the opposite of the crisis playbook. The result was the worst combined week for stocks and bonds since the tariff stress last April, and a market that couldn’t decide whether the bigger threat was inflation or an economic slowdown. On Friday, the collision sharpened: payrolls unexpectedly fell by 92,000 — one of the largest drops since the pandemic — just as oil topped $90 and a private-credit scare landed, confronting investors with the prospect of a shrinking economy and rising prices in the same breath. The upshot is clear. The foundational promise of a diversified portfolio — that stocks and bonds move in opposite directions, offsetting losses on one side with gains on the other — misfired in real time. That raises the stakes for investors bracing for a conflict with no clear end. “War creates no winners. Only relative losers,” said Que Nguyen , chief investment officer at Research Affiliates. “The only place to hide has been energy.” It was another reminder of the fragility of old-fashioned asset-allocation techniques. While a simpler bonds-stocks mix delivered solid returns in 2025, the strategy has failed just as often in recent years, such as 2022’s bear market. Gavekal Research has gone as far as arguing that bonds have lost their role as a portfolio shock absorber in an era of supply-driven price shocks, proposing that investors replace them entirely with precious metals and energy. Selling swept across regions and asset classes this week as the geopolitical flareup in the Middle East added fresh stress to markets that are already under pressure from AI disruptions. US bonds dropped the most since last year’s tariffs rout, ...

Don't call it a comeback yet, but shares of Target (TGT +0.36%) are up 25% so far this year. There's a bit of optimism surrounding the Minnesota-based retailer after prolonged backlash and declining sales. Is Target actually turning around, and will the stock continue to soar in 2026? Expand NYSE : TGT Target Today's Change ( 0.36 %) $ 0.43 Current Price $ 120.79 Key Data Points Market Cap $54B Day's Range $ 117.00 - $ 120.79 52wk Range $ 83.44 - $ 126.00 Volume 5.9M Avg Vol 6.8M Gross Margin 25.44 % Dividend Yield 3.77 % Showing signs of life Target's fourth quarter 2025 net sales were 1.5% lower than the same period in 2024, and full-year sales were down 1.7%. This report was pretty much in line with company expectations and not really a surprise. Where Target is showing signs of life, though, is in its 2026 projections. The company's 2026 guidance anticipates net sales growth of 2% compared to 2025. It also expects to grow net sales in every quarter of the year. Target is also shooting to increase its operating income margin by 20 basis points and increase adjusted earnings per share by a full dollar. These numbers aren't showstoppers, but they'd be a much-needed boost for Target. Shakeups in leadership Target's new CEO, Michael Fiddelke, who took the helm of the company just last month, is already making big moves to right the ship. Fiddelke is replacing at least two longtime executives and outlined a turnaround plan. The turnaround plan includes improving the retailer's app, stores, and product selection. Specifically, Target doesn't want to be known as an "everything store" anymore, according to the new CEO. Target expects an additional $2 billion in capital expenditures and investments to fulfill its mission this year. Competitive pressures from Walmart and Amazon Walmart's (WMT +0.45%) focus on groceries and Amazon's (AMZN 2.61%) omnichannel dominance are two of the main reasons Target has struggled to keep pace. Additionally, Target faced severe backlash af...

Valve still can’t reveal details about the Steam Machine, Steam Frame, and Steam Controller launch dates, which were originally scheduled for early 2026. In a new post, the company now says “we hope to ship in 2026” — a vaguer timeline than the first half of 2026 goal Valve shared last month — which it attributes to the ongoing shortages of memory and storage chips. We hope to ship in 2026, but as we shared recently, memory and storage shortages have created challenges for us. We’ll share updates publicly when we finalize our plans! Valve didn’t immediately reply to a request for comment. Right around its original November reveal, it became clear that memory costs were starting to skyrocket as AI companies started buying up as much of the chips as they could. Hardware makers of all sizes are having to grapple with what that means for their products, and many of the biggest hardware players aren’t immune; even Apple is reportedly being forced to pay higher prices for memory.

兩會｜文旅部：智能化和融合化是兩大重要著力點 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】在十四屆全國人大會議民生主題記者會上，文旅部提到「十五五」發展規劃，指兩個重要的著力點是智能化和融合化，亦會因應流行的「體驗經濟」推出更多新品牌。 文化和旅遊部部長孫業禮：「我們將順應趨勢，推動文化和旅遊深度融合發展，培育出更多跟著演出去旅行、跟著非遺去旅行、跟著賽事去旅行等新的品牌。同時推出文旅商、文旅體、文旅工、文旅農等新的業態，通過融合發展培育新的增長點，創造新價值、形成新優勢，更好滿足群眾需求。」

Buy Oracle's 'Bubble Fears' Before Next Week's Q3 Earnings Report (NYSE:ORCL) Seeking Alpha

Getty Images Introduction & Investment Thesis Oracle ( ORCL ) stock may have finally struck a bottom. The stock has been struggling since September 2025, and its miseries did not end in 2026 either, as the stock fell another ~20% on a YTD basis. This was driven by investor sentiment souring on AI capex as the four other hyperscalers that include Microsoft ( MSFT ), Meta ( META ), Amazon (NASDAQ: AMZN ) and Google (NASDAQ: GOOG ) significantly raised their capex projections for FY26 in their latest earnings reports. The only thing that was different this time was that these companies would also take a severe hit to their free cash flow and increasingly tap into the debt markets, similar to Oracle to fund their capex goals, raising AI bubble fears. As a result, we have seen investors abandon the hyperscaler trade in 2026. Up until now. Over the last week or so, these companies are once again outperforming the S&P 500, even as geopolitical uncertainty worsens. The way I see it, this could be tied to OpenAI's $110B funding announcement from two weeks ago, which gives investors more confidence that it can fulfill its $250B compute contract with Microsoft and $300B compute contract with Oracle. Not only that, but even Nvidia’s (NASDAQ: NVDA ) Jensen Huang also firmly pointed out that $3-$5T of capex buildout over the next several years is necessary for every data center to transition to accelerated computing that would require them to handle the exponential growth in tokenization as we enter the Agentic AI era. So, while the revenue materialization risks still remain, along with the power constraint introducing a physical ceiling on how fast the revenue gap can close, investors have been rotating back into hyperscalers once again, including Oracle, which is up 9.5% over the last five days, outperforming the other four. The company is slated to report its Q3 FY26 earnings on March 10, when revenue is expected to accelerate to 19.17%, with no signs of a slowdown after that ...

Nvidia ‌has ‌adopted a new ​variable compensation plan for ‌fiscal ⁠year 2027, setting ⁠a ​target ​cash bonus ​of $4 ‌million for CEO Jensen Huang, according ‌to ​a ​regulatory ​filing ‌on Friday. (Reporting ​by ​Jaspreet Singh ​in ‌Bengaluru; Editing ​by Tasim ​Zahid)

标普确认阿布扎比和阿联酋AA评级，展望稳定 2026-03-07 05:24:56 来源： 同花顺7x24快讯 分享 标普确认阿布扎比AA评级，前景展望稳定；确认阿联酋AA评级，前景展望稳定。

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)

May NY world sugar #11 (SBK26) on Friday closed up +0.38 (+2.77%), and May London ICE white sugar #5 (SWK26) closed up +8.00 (+1.97%). Sugar prices settled sharply higher on Friday amid soaring crude oil prices. WTI crude oil (CLJ26) surged more than +12% on Friday to a 2.5-year high, which benefits ethanol prices and could prompt the world's sugar mills to divert more cane crushing toward ethanol production rather than sugar, thus curbing sugar supplies. Don’t Miss a Day: On February 12, sugar prices plunged to 5.25-year nearest-futures lows on concern that a global sugar surplus will persist. On February 11, analysts from sugar trader Czarnikow said they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in 2025/26. Also, Green Pool Commodity Specialists said on January 29 that they expect a 2.74 MMT global sugar surplus for 2025/26 and a 156,000 MT surplus for 2026/27. Meanwhile, StoneX said February 13 that it expects a global sugar surplus of 2.9 MMT in 2025/26. Last Friday, the International Sugar Organization (ISO) forecast a +1.22 MMT (million metric ton) sugar surplus in 2025-26, below an earlier projection of +1.63 AMMT. That follows a -3.46 MMT deficit in 2024-25. ISO said the surplus is being driven by increased sugar production in India, Thailand, and Pakistan. ISO is forecasting a +3.0% y/y rise in global sugar production to 181.3 million MMT in 2025-26. Signs of lower sugar output in Brazil are supportive of sugar prices, after Unica on February 18 reported that sugar production in Brazil's Center-South in the second half of January fell by -36% y/y to only 5,000 MT. However, cumulative 2025-26 Center-South sugar output through January is up by +0.9% y/y to 40.24 MMT. Also, the ratio of cane crushed for sugar rose to 50.74% in 2025/26 from 48.14% in 2024/25. Consulting firm Safras & Mercado said on December 23 that Brazil's sugar production in 2026/27 will fall by -3.91% to 41.8 MMT from 43.5 MMT expected i...

May ICE NY cocoa (CCK26) on Friday closed up +175 (+5.73%), and May ICE London cocoa #7 (CAK26) closed up +110 (+4.99%). Cocoa prices rallied to 1.5-week highs on Friday and settled sharply higher. The ongoing war in Iran has sparked short covering in cocoa futures amid concern that the closure of the Strait of Hormuz will boost shipping costs, curb cocoa exports, and limit supplies. The closure of the strait has increased global shipping rates, insurance costs, and fuel prices, thereby raising cocoa importers' costs. Don’t Miss a Day: An excessive short position by funds in London cocoa could add fuel to any short-covering rally. Friday's weekly Commitment of Traders report (COT) showed funds boosted their short positions in London cocoa futures and options by 3,370 in the week ended March 3 to 29,049 net-short positions, the most in more than 4 years. On Monday, May NY cocoa posted a contract low, and nearest-futures London cocoa (H26) fell to a 3-year low after the International Cocoa Organization (ICCO) raised its global 2024/25 cocoa surplus estimate to 75,000 MT from a November forecast of +49,000 MT, the first surplus in four years. The ICCO also forecasts global cocoa production in 2024/25 will climb by +8.4% y/y to 4.7 MMT. Cocoa prices are in the midst of an eight-week-long downtrend, with NY cocoa falling to a 2.75-year low last Friday amid robust global supplies and slack demand. On January 29, StoneX forecasted a global cocoa surplus of 287,000 MT in the 2025/26 season and a 267,000 MT surplus for 2026/27. Also, the International Cocoa Organization (ICCO) reported on January 23 that global cocoa stocks rose +4.2% y/y to 1.1 MMT. International cocoa buyers are reluctant to pay official farm-gate prices in the Ivory Coast and Ghana, which are well above current world prices. The lack of buyers is boosting supplies as ICE cocoa inventories rose to a 6.5-month high of 2,204,098 bags on Friday. Last month, Ghana cut the official price it pays its cocoa farme...

May arabica coffee (KCK26) on Friday closed up +4.50 (+1.56%), and May ICE robusta coffee (RMK26) closed up +21 (+0.56%). Coffee prices moved higher on Friday, with arabica posting a 3-week high and robusta posting a 2.5-week high. Possible global supply disruptions are boosting coffee prices as the war in Iran has halted shipping through the Strait of Hormuz. The closure of the waterway has increased global shipping rates, insurance, and fuel costs, and raises costs for coffee importers and roasters. Also, coffee prices have positive carryover from Thursday when Brazil's Trade Ministry reported that Brazil's Feb coffee exports fell -17.4% y/y to 142,000 MT. Don’t Miss a Day: Smaller coffee supplies from Colombia, the world's second-largest arabica producer, are supportive of prices, following the National Federation of Coffee Growers' report that January coffee production fell by -34% y/y to 893,000 bags. Beneficial rains in Brazil have improved the outlook for the country's coffee crop, and are a bearish factor for prices. Somar Meteorologia reported Monday that Brazil's largest arabica coffee-growing area, Minas Gerais, received 78 mm of rain during the week ended February 20, or 131% of the historical average. Coffee prices have sold off sharply over the past five weeks, with arabica falling to a 15-month low last Tuesday and robusta tumbling to a 6.75-month low last Monday as signs of a bumper Brazilian coffee crop have improved the global supply outlook. On February 5, Conab, Brazil's crop forecasting agency, said that Brazil's 2026 coffee production will climb by +17.2% y/y to a record 66.2 million bags, with arabica production up +23.2% y/y to 44.1 million bags and robusta production up +6.3% y/y to 22.1 million bags. Meanwhile, last Wednesday, Rabobank said that global coffee production is projected to reach a record 180 million bags in the 2026/27 season, up by about 8 million bags from a year earlier. Soaring coffee exports from Vietnam, the world's large...

美国国债在2月就业报告疲弱后走高，短期和中期债券领涨，因短期掉期重新计入少量降息溢价。由于中东敌对行动未见缓和迹象，油价延续本周涨势，WTI期货在尾盘上涨近13%，接近日内高位。美元互换利差在美国早盘交易中走低，随后在下午时段回升。 纽约时间下午3点刚过，短债收益率下跌约2个基点，而长债收益率上涨约1个基点，推动2s10s和5s30s利差日内分别扩大2.5个基点和2个基点。美国10年期国债收益率在震荡交投中基本持平，报4.135%。 大部分涨幅出现在市场消化早间劳动力数据并开始解除短端曲线的部分鹰派定价后。到尾盘，市场对12月美联储会议的降息预期约为40个基点，高于周四收盘时的37个基点。 通胀压力仍存，限制了基于工资数据缺乏通胀迹象而出现的更大反弹。由于霍尔木兹海峡航运几近全面停摆，美国原油期货升破每桶92美元。 美元掉期利差在美国早盘大幅收窄，长期品种跌破自9月以来大致守住的200日移动均线水平，随后在下午时段反弹。 截至美东时间下午3：53，2年期国债收益率报3.5584%。 5年期国债收益率报3.7253%。 10年期国债收益率报4.1402%。 30年期国债收益率报4.7646%。 2年和10年期国债收益率差报57.97个基点。 5年和30年期国债收益率差报103.75个基点。 责任编辑：李桐

【有線新聞】十四屆全國人大會議舉行民生主題記者會，教育部指內地教育規模是世上最大而且有質量，人力資源和社會保障部就表示「十五五」時期會關注並研究人工智能相關的就業政策。 在記者會上，教育部部長懷進鵬表示，中國正在舉辦世上規模最大而且有質量的教育。懷進鵬：「我給各位報告的數據也可以看到，我們在提供普惠優質教育公共服務上取得的新突破，基礎教育普及度和關鍵指標全面超越中高收入國家平均水平，特別是學前教育和義務教育達到高收入國家平均水平。」 懷進鵬強調民生為大、基教為先，下一步將圍繞全面構建公平優質的基礎教育體系，實施基礎教育重大工程，措施包括加大公辦幼兒園學位供給，保障隨遷子女、留守兒童等平等接受教育，亦會因地制宜加強教育資源跨學段調整，吸引更多優秀的人才從事教育，同時開展校園安全專項行動，持續對違規辦學、超時學習、校園欺淩等開展清理整治。 至於就業情況，人力資源和社會保障部部長王曉萍表示就業是家事、更是國事，「十四五」時期保持形勢總體穩定、穩中有進。王曉萍：「『十五五』時期我國經濟長期向好的支撐條件和基本趨勢沒有變，高質量發展前景廣闊，加上強大的制度優勢，實現就業大局穩定、態勢向好，我們有信心、有能力。同時，不確定難預料因素增多，穩就業面臨新變化新挑戰。今年是『十五五』開局之年，政府工作報告明確了就業發展的預期目標，對促進高質量充分就業作出部署。」 王曉萍提到「十五五」時期將關注人工智能發展，會研究相關政策，積極發揮人工智能在創造新崗位和賦能傳統崗位方面的作用，同時會挖掘數字經濟、高端製造、現代服務等領域就業潛力。

Tesla stock fell Friday, failing to eke out a gain for the week. An energy report from William Blair didn’t give the shares a needed boost. The move came after a Thursday report from William Blair analyst Jed Dorsheimer, which reviewed data center construction.

Source: Bloomberg, 0:00

3月7日热门中概股涨跌不一， 纳斯达克 中国金龙指数（HXC）收高0.69%。 上涨股当中（按市值从高到低）， 阿里 巴巴 涨0.37%， 拼多多 涨1.22%， 网易 涨3.36%， 百度 涨0.95%， 京东 涨6.12%，携程涨3.93%， 腾讯音乐 涨0.91%， 贝壳 涨2.36%， 理想 汽车涨1.66%， 中通 涨1.70%，小鹏汽车涨6.03%， 蔚来 涨1.44%，满帮涨0.56%，万国数据涨7.24%，名创优品涨1.56%，拓臻生物涨1.95%，HSAI涨0.46%， 金山云 涨2.04%，欢聚涨0.40%。 下跌股当中（按市值从高到低）， 台积电 跌4.23%， 日月光半导体 跌4.19%， 联电 跌1.59%， 富途 控股跌0.71%， 华住酒店集团 跌2.11%，中国新城农村跌2.24%， 哔哩哔哩 跌3.44%， 新东方 跌1.26%， 唯品会 跌0.13%，BOSS直聘跌2.57%，WSP控股跌3.57%，小马智行跌8.17%，亚朵集团跌2.15%， 慧荣科技 跌4.37%， 华视 传媒 跌3.69%，微牛跌4.89%， 雾芯 科技跌0.80%。 美股周五收跌，三大股指本周均录得跌幅。特朗普要求伊朗无条件投降后，投资者担忧美以伊战争可能长期持续，纷纷寻求现金避险。油价飙升，美国WTI原油突破每桶90美元，本周累计上涨超过35%。2月非农就业数据意外下降、失业率攀升。 道指跌453.19点，跌幅为0.95%，报47501.55点；纳指跌361.31点，跌幅为1.59%，报22387.68点；标普500指数跌90.69点，跌幅为1.33%，报6740.02点。 由于油价飙升，交易员对美国新增就业数据意外下降做出反应，周五美股三大指数悉数收跌。 本周美股三大股指均录得跌幅，道指下跌约3%，标普500指数下跌约2%，纳指下跌1.24%。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain. (Source: Bloomberg)

In this article LMT NOC GD BA Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump attends a cabinet meeting with U.S. Secretary of Defense Pete Hegseth at the White House in Washington, D.C., U.S., Dec. 2, 2025. Brian Snyder | Reuters President Donald Trump met Friday afternoon with CEOs of major defense industry companies at the White House as the war against Iran ended its first full week. After the meeting, Trump said in a social media post that "we discussed Production and Production Schedules" and "they have agreed to quadruple Production of the 'Exquisite Class' Weaponry in that we want to reach, as rapidly as possible, the highest levels of quantity." Trump did not explain what he meant by "Exquisite Class Weaponry." The term is used in the defense industry to describe one-of-a-kind technology or systems. Trump said the meeting included CEOs of BAE Systems , Lockheed Martin , Northrop Grumman , RTX Corporation , Boeing , Honeywell Aerospace and L3Harris Technologies ' Missile Solutions. Defense Secretary Pete Hegseth also attended the meeting. "Expansion began three months prior to the meeting, and Plants and Production of many of these Weapons are already under way," Trump said on Truth Social. "We have a virtually unlimited supply of Medium and Upper Medium Grade Munitions, which we are using, as an example, in Iran, and recently used in Venezuela. Regardless, however, we have also increased Orders at these levels," the president said. White House Press Secretary Karoline Leavitt, in a statement before the closed-door meeting, said, "The US military has more than enough munitions, ammo, and weapons stockpiles to continue demolishing the Iranian regime and achieve the goals of Operation Epic Fury." The White House has been on the defensive after news reports detailing concerns about low supply of both munitions and anti-missile defenses if the Iran war drags on. Read more U.S.-Iran war news Iran foreign minister says U.S. invasion dis...

Key Points The average Social Security check is $2,075 per month as of January 2026. The average annual benefit may cross $25,000 for the first time later this year. There are steps you can take to secure a benefit that's larger than the average. The $23,760 Social Security bonus most retirees completely overlook › Social Security made history last year when the average benefit passed $2,000 per month for the first time. Since then, checks have only continued to rise, with the typical retired worker receiving about $2,075 per month in January 2026. This trend will continue over the year, when we may see the average benefit pass another significant milestone. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The average annual benefit may exceed $25,000 for the first time Right now, someone claiming the $2,075 average monthly benefit receives $24,900 per year. If that benefit were to rise to $2,084 per month, the average annual benefit would hit $25,000 for the first time. While that's a significant amount of money, it's far less than what the average senior spends each year. In 2024 -- the year of the most recent data available -- the average household headed by an adult 65 and older spent more than $61,000 annually, according to the Bureau of Labor Statistics. This number is likely higher now due to inflation. That said, it's possible to stretch your Social Security checks further by taking steps to maximize your benefit. Working longer, increasing your income today, and choosing your claiming age strategically can all make a big difference in how much you receive from the program. It's likely never going to be enough to cover all your living costs, though. That's why it's important to continue saving for retirement on your own. The less dependent you are on Social Security, the more likely you are...

The Fog Of Oil Authored by Matthew Piepenburg via VonGreyerz.gold, War, oil and gold are making headlines of late for overlapping and independent reasons. Below, we avoid the guesswork, finger-pointing or sensationalism attendant to current headlines concerning Iran and stick to a theme which offers some clarity, namely the interplay of oil and gold. The Fundamentals Stay the Same For years, of course, we have tracked the fundamental drivers which impact the gold price (from DXY debates , inflation signals , and de-dollarization headlines to COMEX outflows ). All of these complex signals and themes ultimately boil down to a simple realization: Gold rises as debt-trapped nations debase their currencies to monetize their increasingly unloved IOUs. This is pure fundamentalist thinking, and it works. Gold’s direction is easy, because the fall of paper currencies is now obvious. In short, real money (gold and silver) historically gets the last say over paper money (USD), paper metals (COMEX) and paper promises (USTs). Or stated even more simply: Rock openly beats paper. Gold, as a Tier-1 preservation asset, is thus not a trade to enter or exit; it’s a leading strategic reserve asset, FX protagonist and superior store of value to be held, not speculated. One saves in precious metals and spends in fiat. Fundamentals such as these make a now dispositive case for the long-term holding of gold. Oil Headlines, Gold Tailwinds Notwithstanding such fundamentals of gold ownership and future direction, there are nevertheless additional reasons, and tailwinds, to gold ownership, including: Oil. The interplay between oil and the dollar , oil and gold , and oil and war are themes we have addressed numerous times in prior articles and years. This is because, having long ago understood just how much gold matters , we have not forgotten that oil matters too … No Coincidences As the U.S. now finds itself once again in a military conflict with a major oil producer like Iran (think back as ...