Soft commodities dominate 2023 - US orange crop falls to 86-year low
USDA on Tuesday pegged the 2022-2023 U.S. orange crop at 62.25 million boxes (2.57 million tonnes), an 86-year low and down 23% on the year.
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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...
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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
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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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