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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Historic Metals Crash: How we view these massive swings in Gold, Silver and Platinum
At this point of time these massive swings in precious metals are clearly driven by speculants. During the week we had extreme intraday swings.
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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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Global Commodities: Oil, gas, and metals kick off a volatile year
Section 232 allows the president to investigate imports threatening national security, with the recent critical minerals report leading to...
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