Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns &...
The article below is an excerpt from our Q2 2024 commentary. Investors showed little interest in commodities and natural resource equities in the second quarter. The A.I. frenzy continues to...
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q4 2023 commentary. Over the last sixteen months, weak grain prices have left traders...
The article below is an excerpt from our Q4 2022 commentary. “Egg prices soar due to deadly bird flu outbreak.” ~Times Union 1/18/2023 When commodity markets fall into structural deficit, prices...
The article below is an excerpt from our Q4 2022 commentary.Commodity prices rebounded in Q4. Natural resource-related equities were firm.Investors came back into commodity-related markets, hoping...
The article below is an excerpt from our Q1 2022 commentary. “World Bank warns of ‘human catastrophe’ food crisis.” - BBC News, April 20, 2022“Farmers are seeing prices for fertilizers skyrocket....
“Food Supply Chains Are Buckling as World Runs Short of Workers” Bloomberg, September 2, 2021“Ruined Brazil Harvest Sparks Food Inflation Everywhere” Bloomberg, September 28, 2021 First appeared in...
“We believe we are potentially entering a significant period of decreased sunspot activity, with resulting severe weather implications.” What is a sunspot and how does it affect the earth’s...
We recently pointed out that while it may sound unorthodox, no one has even dared ponder what the effects of a global cooling period would have on crop conditions. If the warming of the past 70 years...
“As the weather has become warmer and warmer over the last 70 years, the global grain harvest has become larger and larger.” One of the great arguments put forth by a huge number of economists,...