Category Archives: Commodities

Global Macro Watch – Octoberfest

Posted in Charts, Commodities, Currency, Dollar, Equities, Global Macro Watch, Global Risk Monitor, Global Stock Performance | Tagged , , , , , | 3 Comments

Global Macro Watch

Posted in Charts, Commodities, Currency, Equities, Global Macro Watch, Global Risk Monitor, Interest Rates | Tagged | 1 Comment

Global Macro Watch – October 21

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Hamburger Inflation: Input Costs

Posted in Commodities, Food Prices, Inflation/Deflation, Uncategorized | Tagged , , | Leave a comment

Going To Be A Slow August In Rhodes

Even though, Europe accounts for 50% of the global tourism market in terms of arrivals and has been particularly hard hit by the restrictions. Normally crowded cities such as Venice, Rome, Paris and Barcelona have stood empty. The EU currently has recommendations … Continue reading

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More Adventures In Bad Government That Could Kill Americans

The cut in funding to the W.H.O. doesn’t surprise us. Does the gaslighting, blame game, attacks on globalism, and the political pettiness ever stop? Chief Of Staff It might help, by the way, if the new Chief of Staff, Mark … Continue reading

Posted in Commodities, Uncategorized | Tagged , , | 2 Comments

BFTP: Rare Earth Day 5.0

BFTP:  Blast From The Past Wow, here is a blast from the past.  Ahhhh, the daze of trading rare earfs! Watch this one, folks.  It may play big in the trade war with China. Rare earth minerals could be weaponized … Continue reading

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Commodity Correlation

Commodity correlation matrix pic.twitter.com/wsK7Uq9obY — ℭhi 🛢️ (@chigrl) August 7, 2018  

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Q1 in Review

Q1: Lake Placid To The Mavericks The markets closed out the quarter trying to recover from one of the biggest volatility shocks in history, which began in early February.   The question for Q2 is:  Was the v-shock a one-off or a … Continue reading

Posted in Bonds, Commodities, Currency, Equities, Uncategorized, Week in Review | Tagged , , , , , , | Leave a comment

China’s Staggering Demand For Commodities

Great chart from the Visual Capitalist brought to of us from our favorite Polish crude and rude trader,  the Skrypecker. Now you can see why the markets work themselves into a deflationary tizzy when China hits a speed bump.  

Posted in China, Commodities, Uncategorized | Tagged , , | 2 Comments