Tag: Fertilizer

Supply Chain Crisis Will Not End Anytime Soon – Part 4

The global economy will experience a new supply chain disruption due to renewed lockdowns across China with Shanghai worse than Wuhan.

Growing Risk of Recession as Bread and Circuses Distract the Plebeians

Inflation surges as Velocity of Money and consumer sentiment are plunging and the Fed's Taper Caper is making a recession inevitable.

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.

Fertilizer Inflation and a Supply Chain Crisis Begets Food Insecurity – Part 2

Even if war in the Ukraine were to stop tomorrow, it’s already too late for the planting season in the northern hemisphere this year.

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.