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.

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.

The Inflationary Black Gold Rush at the Gas Pump – Part 2

A one-off sale from the Strategic Petroleum Reserve (SPR) will not do much to reduce oil prices for any significant period of time.

Texageddon is Rasping the New Green Deal Utopians

According to Energy Information Administration, between Feb. 8 & 16, wind power in Texas plunged 93% as coal increased 47% and gas 450%.