Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities
A review of recent events/data impacting our investment themes and outlook. We look at the longer term commodity move in the context of the current...
295 Views
Oil Prices Rise as Israel Attacks Iran's Nuclear Facilities - What We Do
YTD our absolute return strategy is up 12,0% Oil Prices Rise as Israel Attacks Iran's Nuclear Facilities - What We Do Friday was marked by panic...
212 Views
Tactical Trading -Oil Joins the Commodity Rally
Oil joins the commodity rally and has likely bottommed regardless of the outcome in the current Israel/Iran fighting. OIl related equities are now...
259 Views
Drought & Planting Update
Corn crop looks good but slightly worse than 2024. Spring Wheat is looking okayish, but conditions are worse than during the three previous years
249 Views
Overview # 28 – Capital Flows into Hard Assets Continue
A review of recent events/data impacting our investment themes and outlook. We look at the continued move up in inflation beneficiaries
221 Views