Tag: Energy

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.

The Surge of “Little Green Men,” and Metal is Poised to Strike – Part 4

Putin declared independence for Donetsk and Luhansk as Russian Military rolls into Donbas on a "peacekeeping" mission.

Fertilizer Inflation and a Supply Chain Crisis Begets Food Insecurity

Just when you thought fertilizer and food shortages were improving, a perfect storm takes hold and you’ll be gratified for being a prepper.

Russia’s Retreat From Counterparty Risk and SWIFT Over Ukraine

The Russians said they regard the use of SWIFT as a weapon to be an act of war, and European partners have no appetite for it.

War Drums as Prices Skyrocket for Used Tractors and Farmland

Despite a pandemic, supply chain crisis, geopolitical & domestic unrest, and inflation, farmland is a big deal. Folks will always need food and a safe place to live.