Overview #50 — A New Japan Meets a Nervous Dollar
A review of recent events/data impacting our investment themes and outlook. We look at the implication sof the Japanese eelction results
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7% Within a Week - Soybean Price Rally
The north of Mato Grosso received 150-200mm during a few days of last week and more heavy rains are forecasted until the beginning of next week.
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What Next After a Massive Melt Down in Silver?
Does silver massive crash signal a violent regime shift? With record IV and puts outnumbering calls by 2.8x, smart money is fleeing Silver....
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Parabolic Surge in Silver Price and Volatility Signals Sharp Turns Ahead
Silver's parabolic run hits a record price, IV, historical vol as $900B intraday wipeout signals extreme danger. With 8x more puts than calls,...
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Opportunity: Cold Freeze Lets Energy Prices Rise
What still makes them think is the level of drought that currently persist throughout the corn belt - injected by last year’s La Nina conditions…
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