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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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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