Category: Global Trade

Uranium Mining Stock Poker – Technical Analysis

The current geopolitical environment and fundamental outlook for the price of uranium is expected to prolong the rally in related mining stocks.

The Inflationary Black Gold Rush at the Gas Pump – Part 3

Another SPR release and stimulus checks will not reduce inflation, the price of oil, gasoline, or diesel for any significant period of time.

Another Taper Caper in a Ravenous World – Part 3

FOMC is likely to punt a dovish fractional increase in the Fed funds rate at the March meeting due to high #inflation and save face.

Russia’s Retreat From Counterparty Risk and SWIFT Over Ukraine – Part 2

I suspect we’ll see tactical nuclear weapons used as NATO membership provides lethal weapons, military advisors, and intelligence data.

Accumulation Phase in the Commodity Bull Market

Capital is looking for somewhere to hide as demand, dislocations, and “structural deficits” in real asset markets offer a safe haven from geopolitical chaos.