Don’t Get Fooled by Commodity Social Media Craziness
While it may seem as a logical step to compare the current cash price with the forward futures contract, that’s unfortunately way too easy to...
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How Trump's Big Beautiful Bill Will Affect Commodity Markets
During the week, Trump muscled his Big Beautiful Bill through a divided congress. With that, the bill got passed even right before 4th of July.
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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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