Weekly Market Monitor (16) - The Odds of a Recession Is Rising; Earnings Just Don’t Know It Yet
Welcome to the weekly Market Monitor, keeping you updated on the week’s most important charts and developments in financial markets.
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Soft commodities dominate 2023 - US orange crop falls to 86-year low
USDA on Tuesday pegged the 2022-2023 U.S. orange crop at 62.25 million boxes (2.57 million tonnes), an 86-year low and down 23% on the year.
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Overview #43 – The Gift that Keeps on Giving
A review of recent events/data impacting our investment themes and outlook. Central Bank Pronouncements and the potential for US-China tension de...
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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...
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2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices
Why a basket of commodity producers provide a good risk reward for any portfolio looking to get a real return. Underowned and unloved!
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