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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…
Navigator: New Chokepoints and New Themes
Navigator: New Chokepoints and New Themes We have a new Chokepoint and a New War. It is the Sea of Azov and the Black Sea. It is the first offensive ever to be based 100% on Drones (with a few missiles thrown in for effect). It has global implications. This all smacks …
Navigator: Matters That Matter
Navigator: Matters That Matter Oil and gold are being added back to the Wealth Preservation Portfolio. This report explains why. We are also adding to our long Chinese AI equities and short US AI equities relying upon the research piece: AI and Lowly Common Sense wh…