This is the worse bacwardation we had since 2007….Goldman Sachs: “Inflation will be worse than feared this year”

This is the worse bacwardation we had since 2007. If sanction move to oil and gas, spot will be further affected worsening commodity backwardation 👇 pic.twitter.com/r7o94T8fMY — Menthor Q (@MenthorQpro) February 28, 2022 Global commodity prices from metals to energy to food are seeing gains of the sort we usually see on annual scales. And … Read more

“The winners in the stagflationary 1970s”

“The winners in the stagflationary 1970s”This is the only piece of research I printed and kept over last couple of years (there’s even a coffee stain there).Obvious that long skew has to be towards Energy, Real Estate and Value pic.twitter.com/J3vjGnUI7q — Le Shrub🌳 (@agnostoxxx) September 19, 2021

Hillary Clinton spy pleads the 5th… Refuses to cooperate with Durham grand jury…

A prominent tech guru who worked with the Clinton campaign to investigate Donald Trump’s possible links to Russia pleaded the Fifth to avoid cooperating with Special Counsel John Durham’s investigation, according to court filings. Rodney Joffe said in a deposition this month that he invoked his Fifth Amendment rights against self-incrimination in response to a … Read more