Alex Demolitor

Alex Demolitor hails from Canada, and is a cross-asset strategist who has extensive macroeconomic experience. He has completed the Chartered Financial Analyst (CFA) program and specializes in predicting the fundamental events that will impact assets in the stock, commodity, bond, and FX markets. His analyses are published at

Stories by Alex Demolitor

  • Silver’s Rock and a Hard Place

    Nov 20, 2023

    Caught between conflicting forces, will pivot optimism outweigh the economic malaise that should unfold in the months ahead?

  • Gold Clings to Its War Premiums

    Nov 11, 2023

    Despite material struggles across other areas of the commodities market, the yellow metal remains relatively elevated. #gold

  • Sad Silver Lags Gold

    Nov 06, 2023

    With the economic backdrop continuing to deteriorate, silver’s bull case has become increasingly fragile. #silver #investing

  • Scary Sights Ahead for Gold

    Oct 17, 2023

    While the recent Israel-Hamas turmoil helped boost the yellow metal, the domestic fundamental outlook is much less supportive. #markets #gold #silver

  • Silver Bulls Are the Walking Wounded

    Oct 09, 2023

    Silver has been a major underperformer in recent months, as the white metal proved no match for higher real yields and a stronger USD Index.

  • Is Gold Scared of a Recession?

    Oct 02, 2023

    Despite all of the fundamental components in place for a rally, gold remained relatively weak on Sep. 28. #gold #investing

  • Silver’s Swoon Should Resume

    Jun 07, 2023

    After a brief rally, U.S. nonfarm payrolls helped suppress silver’s momentum. Is there more downside ahead? #investing #alts

  • The Narratives Driving Gold

    May 16, 2023

    While base effects provide the trio with inflation cover through June, the second half of 2023 should elicit more economic anxiety. #economy #gold

  • When Banks Drop, Silver Pops

    May 09, 2023

    With bank-failure hysteria upending nearly all assets except the PMs, silver has benefited from the fear. #banks #silver #alternative

  • Silver Doesn’t Care, but You Should

    May 03, 2023

    Seasonality implications with silver’s ominous technical and fundamental outlooks, the bears should feast over the medium term. #silver #investing