Debating a New Up-Cycle
- Metal prices have seen gains, with gold, silver, and platinum performing well, while coal, zinc, and nickel struggle, US tariffs are in place...
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Gold Reaches New All-Time Highs & UBS Expects More Agriculture Buying
Commodities excluding gold, relative to gold prices, have fallen to their lowest level since 2021, according to a graphic by Topdown Charts…
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Meat Prices Rise and Rise and Rise
Looking at the latest futures prices, live cattle, feeder cattle and even lean hogs remain in a strong uptrend with a significant backwardation...
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Overview #30 – the Summer Doldrums-Not! Stage setting for the next phase of the bull market.
A review of recent events/data impacting our investment themes and outlook. We look at the Fed and the implications of DoD's stake in a rare earth...
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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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