Reality of Inflation: Almost every commodity is in extreme backwardation, 10y breakeven inflation is less than 3%, US Dollar Index is up 15+% YoY June 15, 2022 8:26 am
Inflation Expectations In Backwardation, And The Fed Has No Idea What This Means June 7, 2022 11:58 am
OIL MARKET: The backwardation in the European diesel market is monstrously large. And getting worse. March 24, 2022 12:05 pm
