Cocoa Prices Disconnected from Reality? // Breakout Time in Oil and FX
We just highlight the technical pattern and add a few words about our current framework and how we view these markets at the moment.
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The Drill – Geopolitical Tensions Are Easing, Not Escalating
Hello everyone, and welcome back to our weekly editorial on geopolitics, commodities, and macro. While there hasn’t been much news on the...
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The Drill – Buy in May and Go Away Might Hold for Commodities This Time Around
Hello everyone, and welcome back to our weekly editorial on geopolitics, energy, and metals. As always, there is plenty to dig into amid tariff...
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When Markets Meet Mercantilism
How weaponized supply chains & national security are rewriting investment rules. The global investment landscape is undergoing a paradigm shift...
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The Tariff Effect: Economic Uncertainty Unpacked | The New Barbarians #006
In January, equities were down while gold, Bitcoin, and European stocks saw positive gains, mirroring economic trends from the 1970s and signaling...
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