mintdotfinance

mintdotfinance

All eyes are on OPEC ahead of its May 5 meeting as it faces pressure from falling prices, weak demand, and internal rifts.   While some expect a pause in output hikes, the consensus points to continued increases. The group’s decision will be key in shaping oil market dynamics amid trade tensions and fragile global growth.  APRIL PRICE ACTION: TARIFFS,...

mintdotfinance

The gold-silver ratio - the number of silver ounces equals in value to one ounce of gold – has surged recently as gold prices rally while silver underperforms. Gold, a traditional safe-haven, has climbed to record highs amid economic uncertainty, whereas silver, which is partly an industrial commodity, has struggled to break past $35/oz. As a result, the ratio is...

mintdotfinance

As Q1 earnings roll in, Wall Street is digesting a rare divergence: strong fundamentals across much of corporate America paired with deepening investor anxiety. While companies are largely beating expectations, looming tariff shocks and tech sector fragility are suppressing sentiment—and returns. Tactical positioning is crucial at times like this. This paper...

mintdotfinance

After President Trump instituted broad new tariffs on 2nd April 2025, corn futures initially wavered but then rallied sharply. While this may seem counterintuitive given tariffs' disruptive impact on trade, near-term support for corn comes from front-loaded U.S. exports, a weaker dollar, and lower-than-expected domestic supply. However, prices are likely to face...

mintdotfinance

Last week, Mint Finance published a comparison of Solana with other blockchain networks, focusing on speed, transaction costs, network size, and valuation. We emphasized Solana’s unique position in the decentralized application (dApp) space—particularly in NFTs and meme coin trading—where it has cultivated a loyal user base by offering low fees and fast...

mintdotfinance

CME Group’s newly launched Solana futures enable institutional grade access to the cryptocurrency, offering investors access to compelling relative value opportunities. This paper provides a background to Solana in relation to other major blockchain networks and cryptocurrencies. Mint Finance will outline the execution of crypto market spread trades using CME...

mintdotfinance

Treasury yields represent the ROI that investors can expect from buying U.S. government debt. Higher yield signals lower bond price and lower yields point to higher bond prices. So far this year, yields have eased chiefly due to Fed’s intention to slow the pace of its balance sheet runoff. Potential recession concerns are also weighing down on yields. Yields...

mintdotfinance

Corn entered 2025 on a strong note, rising 37% from its multi-year low in August. Strong export demand for U.S. corn and adverse weather in South America supported a longer-term recovery. Then came the Trump tariffs. Retaliatory measures from China, Canada, and Mexico have driven prices down 9% since February, raising concerns about the future of U.S. corn...

mintdotfinance

Yellow metal prices have soared. It has been setting several new all-time highs with futures trading just shy of the USD 3,000/oz level. However, gold has struggled to breach past the crucial mark despite multiple attempts. Some data points suggest that the rally in gold might be losing steam even though fundamental demand drivers remain intact. A nuanced...

mintdotfinance

Henry Hub Liquified Natural Gas (“LNG”) prices are roaring back, surging in February as frigid temperatures, falling inventories, and soaring LNG exports fuel a bullish rally. With US storage dipping below the five-year average for the first time since 2022 and technical indicators flashing strength, does the rally have more room to run? LNG RALLIES AS COLD...

mintdotfinance

One month into his presidency, Trump has injected fresh uncertainty into oil markets. His rapid-fire policies aimed at boosting production, imposing tariffs, and pushing for conflict resolutions in the Middle East and Russia—are reshaping the energy landscape. His unpredictable and bold approach to trade has left markets on edge. Bearish sentiment is being...

mintdotfinance

Not a single macro portfolio manager was fired for adding gold to their portfolio over the last two years. Such has been gold’s stunning performance. Will Gold’s ascent continue? Narratives and numbers signal unstoppable and solid bull run in gold for now. BULL CASE REMAINS INTACT AND IS INTENFISYING This paper will not delve much into fundamentals. We...

mintdotfinance

The Nasdaq-100 has led this cycle, driven by U.S. economic resilience and an unprecedented investment surge in artificial intelligence and cloud infrastructure. However, risks are emerging from overvaluation, excessive AI spending that has yet to translate into revenue, and geopolitical uncertainties tied to the Trump administration. With the Nasdaq-100 trading...

mintdotfinance

Bitcoin prices surged on President Trump’s inauguration day (Jan 20), reaching an all-time high of USD 109,000. However, since then, prices have stagnated. Recent tariff announcement has driven a sharp selloff. Optimism about a crypto-friendly Trump administration continue to fuel bullish sentiment, but the lack of concrete regulatory guidance has limited...

mintdotfinance

What goes up eventually comes down. This is even more true for oil prices amid a range of forces at play. The recent rally has been popped by significant headwinds facing crude oil prices. WTI Crude Oil (“WTI) has trended down sharply amid sluggish demand and a surplus in supply. Global oil consumption has remained tepid, with China's economic recovery slower...

mintdotfinance

“Gold is money. Everything else is credit” said John Pierpont Morgan some 100+ years ago. Gold is limited in supply. Much of what can be mined has been dug up. Gold bugs opine that the only way for gold prices is up as fiat money continues to be printed with nothing but institutional promises backing them. As a result, not only is the price of gold inching up,...

mintdotfinance

How often do US equities deliver 20%+ annual returns sequentially? The S&P 500 index representing a broad selection of US listed firms generated 24.2% in 2023 and 23.3% in 2024. Source: Visual Capitalist So, what is in store for 2025? Analyst consensus points to a 10% upside in 2025 given strong economic fundamentals, AI-led capex and productivity gains,...

mintdotfinance

Bitcoin prices are on fire. It has surged 129% YoY with anticipation surrounding re-election of Donald Trump as the POTUS for the 2nd time. Trump is regarded as the “most pro crypto” President. Trump is poised to usher in a crypto friendly policy framework aimed at accelerating institutional adoption and positioning Bitcoin (“BTC”) as a cornerstone of the American...