Brazilian equities are historically cheap even relative to global commodity producers. March 9, 2023 10:12 am
Commodity Trader Trafigura Faces $577 Million Loss After Uncovering Nickel Fraud February 9, 2023 6:18 pm
2022 is the end of big tech and the beginning of the 11 years commodity cycle from 2023 – 2033 January 30, 2023 2:42 pm
Turkey’s inflation hits 85.5%! Well, even the worst commodity holds up against it! November 3, 2022 11:20 pm
When Food Becomes A Financial Commodity, We’re All Doomed October 15, 2022 4:26 pmOctober 14, 2022 9:42 pm
Heads Up: Something big is going down. Just about every commodity is collapsing in price. Things deteriorated so much that all the supply chain metrics have become way less constrained August 15, 2022 8:33 pmAugust 15, 2022 9:26 am
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
Commodity Market Black Swan, Global Monetary Inferno: Gold & Silver Will Reach Unthinkable Heights March 8, 2022 2:48 pm
Commodity Catastrophe! The Ukraine War Has Thrown Global Markets Into A State Of Complete And Utter Chaos March 8, 2022 6:08 pmMarch 8, 2022 8:03 am
Weekend Update: US Q1 GDP Falls To 0.6%, Treasury 10Y-2Y Curve Flattens and Commodity Prices UP 52% Under Biden (Ports Still Clogged) February 26, 2022 11:31 am
