My Final Warnings for Q2: The Softs Collapse and Macro Black Swans
I’ve just published the final installment of my Q2 2026 Commodity Outlook. While everyone is watching the war in the
Continue readingI’ve just published the final installment of my Q2 2026 Commodity Outlook. While everyone is watching the war in the
Continue readingThe Strait of Hormuz is blocked, and the energy markets are reacting with surgical precision. As we move further into
Continue readingThe global macro landscape has just become significantly more complex. Between the leadership change at the Fed and the escalation
Continue readingWill the Third Gulf War halt the commodity supercycle? As oil targets $120 and Gold eyes new historic highs, the
Continue readingCold War 2.0: The Arctic Dossier – Part 1 The Arctic is no longer just a scientific frontier; it has
Continue readingWhile global attention is fixed on oil prices and naval maneuvers in the Middle East, a far more dangerous crisis
Continue readingThe war in Iran has begun. As predicted following the conclusion of the Olympic Games, a preemptive strike by Israel
Continue readingIn this episode of “Commodities News”, we dive into the latest market trends and explore the current situation surrounding three
Continue readingIn this video, we dive into the ongoing Canadian rail workers strike and its significant impact on both Canadian and
Continue readingExplore the volatile landscape of global markets in our latest update.
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