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...
262 Views
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
316 Views
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
339 Views
The Egg-Price-Bubble Has Busted!
The price of a dozen eggs in the US has crashed from $8 to $2,5 within five months - highlighting extraordinary volatility in the egg market.
250 Views
Family Offices Don’t Like Commodities
Investments in commodities and gold as a percentage share of family offices money remain very little, as this year’s Global Family Office Report by...
252 Views