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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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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The Drill – The Commodity “Super”cycle
Greetings from Copenhagen. We’ve previously advocated a long tilt toward commodities, as both the U.S. and global growth outlooks are being...
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Gold About To Lose Its Shine?
The latest BofA survey showed that the consensus trade continues to be “long gold” with 58% of participants surveyed, followed by only 22% “long...
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Dairy and Food Oil Prices Continue to Push Food Prices Higher
Overall, the FFPI was 9.0 points (7.6%) higher than its level a year ago but remained 31.9 points (19.9%) below its peak reached in March 2022.
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