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Navigator: Convictions
Navigator: Convictions! The single biggest theme is the inflation tsunami being generated by food and energy. This will get worse. The Safe Haven Assets are doing their job. They will go on doing so. My two big beliefs: Energy and food price inflation are not over and are multi-y…
Navigator – Checking the Engine Oil, Water and Tokens
Navigator: Checking the Engine Oil, Water and Tokens This week we check the levels in the engine room: oil, water and tokens. Oil, The Global crude oil supply deficit has jumped to 15mn bpd. At this rate of depletion oil inventories get tight in September and even the U…
Urea & Grain Markets (Client Q&A Example)
Urea & Grain Markets: When a client asked why US fertilizer prices were collapsing while grain prices fell simultaneously, we didn't wait for the next research note! We responded in real time. The answer: two separate stories with two separate drivers and confusing them leads t…
Grain Prices To Stay Weak - For Now
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Grain Prices - Russian Roulette
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Grains - Going Back In
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Food - The War Commodity
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.