Nassim Dergham
Business
I write about companies the way operators talk about them: strategy is nice, execution is everything. I pay attention to margins, cash discipline, and the boring details that decide whether growth holds up. My goal is to explain what’s real behind the headline—how a business actually makes money, what it’s spending to do so, and which risks management is quietly carrying.
Latest by Nassim Dergham
2026-08-14 UTC
Precious Metals: The Persistent Signal and the Unpriced Leg
business
2026-08-14 UTC
Oil's Dual Imperative: Geopolitical Chokepoint vs. Economic Headwind
business
2026-08-13 UTC
Gold's Geopolitical Barometer: Pricing Fading Hopes
business
2026-08-12 UTC
Gold's Confounding Stance: Inflationary Drag Outweighs Geopolitical Spark
business
2026-08-11 UTC
Gold's Structural Revaluation: Beyond Cyclical Drivers
business
2026-07-31 UTC
Oil's July Rally: Hormuz Stability Signals a Fundamental Shift, Not Geopolitical Risk
business
2026-07-31 UTC
Silver’s Enduring Structural Deficit: Beyond Short-Term Price Revisions
business
2026-07-24 UTC
Oil's Foundational Shift: Beyond Geopolitical Noise
business
2026-07-23 UTC
Chokepoint Volatility: Pricing Persistent Maritime Risk into Oil
business
2026-07-17 UTC
Gold Equities: The Confluence of Seasonality and Technical Undervaluation
business
2026-07-17 UTC
North American Trade Friction Adds Structural Pressure to Silver Supply
business