US grain markets have found themselves front and center in the rapidly escalating trade war with China. Since the Trump administration announced two rounds of tariff increases on Chinese goods, the...
Did you know? Over the last year, the S&P500 is up 14.37% while the S&P GSCI is up 30.04%1 Commodities is only an 8.9% weighting in the S&P5001 Energy is one of the best performing sectors in the...
Below we recap our 3 most popular blog posts to date for 2018.
In our most recent webinar, we received many questions around energy market sentiment. In this blog post, we dive a little deeper on one particular question we were asked during the webinar: Q. When...
A recent press release from The World Bank caught our attention. Commodity prices to rise more than expected in 2018: World Bank Here’s an excerpt:
Several new developments in oil have emerged recently, and our outlook has become even more bullish. Most importantly, OECD inventory data continues to confirm that the global oil market remains in...
A few months ago, Kevin Muir of East West Investment Management, posted a blog that highlighted some of our research. We appreciated the shout out as well as the mention of an interview that Leigh...
What makes us so bullish, especially when everyone else is so bearish?Often in severe bear markets, obvious bullish data points sit right in front of us and yet no one seems to notice. Our current ...
As we discussed in our Q4 2017 letter, one of the most important drivers of a country’s commodity demand growth is the rate at which its population urbanizes. As a population moves from the...
I vividly remember arriving in Mumbai for the first time back in the fall of 2007. As we landed, the slums surrounding the airport were barely visible through the thick haze that enveloped the city....