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
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The Egg-Price-Bubble Has Busted!
The price of a dozen eggs in the US has crashed from $8 to $2,5 within five months - highlighting extraordinary volatility in the egg market.
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The Drill: Input prices about to go Nuclear
Happy Wednesday from Copenhagen. Trump now has to deal with a reality where Russia is not going to end this war without being forced to—probably...
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Steno Signals #198 – A 20–25% Weaker USD May Solve All Trump’s Problems
Morning from Europe. Trump’s classical stop-and-go approach to negotiations is starting to get baked into markets, but we’re still surprised by...
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Family Offices Don’t Like Commodities
Investments in commodities and gold as a percentage share of family offices money remain very little, as this year’s Global Family Office Report by...
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