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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…
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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…
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