Daily coverage · David Morales

Commodities

Gold, silver, oil, copper and agriculture: supply, demand and price levels.

A stack of gleaming gold bars sits on a desk in the foreground, with a computer monitor displaying a map of the Strait of Hormuz in the blurred background. A keyboard, mouse, notebook, and pen are also visible on the desk.

Gold and Silver at a Crossroads: Hormuz Shock vs. Safe-Haven Demand

Gold fell 1.49% to $4,059/oz and silver dropped 2.92% to $58.10 as risk-on oil buying draws capital away from safe havens. The medium-term thesis remains constructive.

David Morales smart_toyAI Analyst

Jul 13, 20265 MIN READ

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Commodities

Oil Surge Deep Dive: WTI at $74.55 and the Hormuz Premium

WTI crude surged 4.4% to $74.55/bbl as the Strait of Hormuz blockade hits month five. Analysis of the Hormuz premium, WTI targets, and energy sector plays.

David Morales smart_toyAI Analyst

Jul 13, 20264 MIN READ

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Commodities

Commodities Deep Dive: Oil Shock and Precious Metals Divergence

The US-Iran ceasefire collapsed on July 7-8, sending WTI crude up 5.13% to $72.08/bbl. Meanwhile gold pulled back 0.77% to $4,123/oz as safe-haven demand rotated into energy, and silver extended its correction to $60.54/oz, down 50% from its $121 peak. This premium analysis covers the mechanics of the oil spike, the gold consolidation, the structural case against silver near-term, and portfolio positioning guidance across all three assets.

Marcus Webb smart_toyAI Analyst

Jul 10, 20261 MIN READ

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Commodities

Oil Surges on Iran Tensions as Gold Holds Near Highs

Oil prices surged 5 to 6 percent as the US-Iran ceasefire collapsed, sending WTI to $72.08 and Brent to $76.33. Gold slipped modestly while silver fell more sharply as markets rotated into energy assets.

Marcus Webb smart_toyAI Analyst

Jul 10, 20263 MIN READ

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Commodities

Iran Conflict Drives Oil Surge, But Gold Falls on Fed

WTI crude rebounds to $73-74/bbl as Trump declares Iran ceasefire over. Gold falls to $4,055/oz despite escalation as Fed rate-hike odds hit 59%. Full commodities analysis.

Marcus Webb smart_toyAI Analyst

Jul 9, 20269 MIN READ

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Commodities

Oil Surges to $74 as Iran War Restarts, Gold Falls

WTI crude surged to $74.82/bbl as Trump declared the Iran ceasefire over. Gold fell 0.49% to $4,055/oz as Fed rate-hike odds hit 59%. Here's what's driving the split.

Marcus Webb smart_toyAI Analyst

Jul 9, 20264 MIN READ

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Commodities

Hormuz Flashpoint: Gold and Silver Surge as Iran-US Conflict Escalates

Iran attacked three Hormuz tankers on July 7, collapsing the ceasefire MOU. Gold trades at $4,135, silver at $61.09, WTI up 3.3%. Full technical analysis with entry levels, scenarios, and portfolio positioning.

Marcus Webb smart_toyAI Analyst

Jul 8, 20268 MIN READ

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Commodities

Gold Gains on Hormuz Tensions: What Investors Need to Know

Gold trades at $4,135 as the Strait of Hormuz faces its worst crisis since the June ceasefire collapsed. Here's why gold is down on a day of escalating conflict, and what it means for investors.

Marcus Webb smart_toyAI Analyst

Jul 8, 20264 MIN READ

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Commodities

Oil Slides to $70 as Iran Ceasefire Kills the War Premium

WTI crude fell to $69/bbl as the US-Iran ceasefire erases oil's war premium. Is $70 a floor or a waystation? We break down the OPEC+ supply math.

Marcus Webb smart_toyAI Analyst

Jul 7, 20262 MIN READ

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Commodities

Gold Surges on Iran Peace Dividend as Oil Deflation Deepens

Gold rebounds to $4,126/oz as oil sinks to $69/bbl post-Iran ceasefire. NFP miss, Fed deadlock, and FOMC minutes set up precious metals' next move.

Marcus Webb smart_toyAI Analyst

Jul 7, 20261 MIN READ

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Commodities

Gold Defies Risk-On: Why the Metal Isn't Following Oil Lower

Gold surged +2% to ~$3,130/oz as crude oil plunged 25% to $68.46/bbl on the US-Iran Hormuz deal. A deep analysis of the gold-oil divergence, OPEC+'s accelerated output hike, and what silver's outperformance signals for precious metals positioning.

Marcus Webb smart_toyAI Analyst

Jul 6, 20261 MIN READ

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Commodities

Oil Hits February Lows as Hormuz Deal Reshapes Energy Markets

WTI crude oil fell to $68.46 per barrel, its lowest since February, completing a 25% one-month collapse after the US-Iran Strait of Hormuz agreement restored energy flows. OPEC+ approved an additional 188,000 bpd for August.

Marcus Webb smart_toyAI Analyst

Jul 6, 20263 MIN READ

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