Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet
Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found. That is not the thesis...
106 Views
The Gold–Platinum Ratio at a Turning Point: Late-Cycle Signals and Precious Metals Risk Into 2026
Precious metals are signaling late-cycle exhaustion. Extreme RSI readings resemble prior peaks that led to sharp drawdown. Mean reversion in Gold...
1.4k Views
Platinum’s Year End Bull Run? // La Niña Update
Platinum continues to look strong, as does copper. Platinum tends to deliver above average returns during December and February, according to...
305 Views
Overview #70 - Choke Points
A review of recent events/data impacting our investment themes and outlook. We look at the recent evidence & mkt reaction to a second inflationary...
152 Views
Why El Niño Is a Terrible Agriculture Trade
El Niño continues to receive a lot of attention and rightfully so. However, people often confuse the climate event itself with its investment...
147 Views