Otavio (Tavi) Costa: This is perhaps one of the strongest cases for the long-term demand for commodities in the following years. For the past two decades, US industrial production has remained stagnant, despite experiencing exponential growth for the preceding 80 …
BRICS+ is creating a new joint global reserve currency backed by natural resources to replace the USD reserve currency which is backed by NOTHING. Those who say that global trade will still be in USD in 5 yrs are delusional. …
Why are so many countries all of a sudden turning to the yuan to buy their essential commodities? Why is the world de-dollarizing so quickly? Simple — the Russian sanctions. 1/11 — Gonzalo Lira (@GonzaloLira1968) March 30, 2023 First, the …
Kevin Duffy with Jason Burack of Wall St For Main St Kevin runs the hedge fund Bearing Asset Management and is famous for his calls shorting the 1999 technology bubble and the 2008 housing crisis. Barron’s featured him in an article about his correct …
Housing starts in China 👇 Anybody surprised that commodities are dropping like a stone? Chart @Lvieweconomics pic.twitter.com/8eMAOVnoS6 — Michael A. Arouet (@MichaelAArouet) July 19, 2022 China’s property developers are halting work on a growing number of home construction projects, as …
There are many different types of investments that people can make in order to try and grow their money. Some people choose to invest in stocks, others invest in mutual funds, but there’s also a growing number of people who …
by confoundedinterest17 We have a double whammy facing investors, The Federal Reserve wanting to take away the monetary punch bowl and Federal energy policies that are crushing middle-class households and lower-wages workers. But how do you hedge against The Federal Reserve …
by confoundedinterest17 As the US is engulfed in inflation while The Federal Reserve is engaged in trying to fight inflation (well, sort of), we are seeing markets taking a shellacking, particularly commodities. One indicator of a slowdown is declining commodity prices. Crude oil futures are …
by silvertomars
Michael Oliver on Palisades Gold Radio Tom welcomes Michael Oliver back from Momentum Structural Analysis. To subscribe to our newsletter and get notified of new shows, please visit http://palisadesradio.ca Michael notes that gold has not participated in the recent volatility and instead …
by confoundedinterest17 Numerous elites like Klaus Schwab of The World Economic Forum (and Davos fame) are calling for a “Great Reset” in global economies. But perhaps “The Great Reset” in taking place in asset markets … and not in a good way. Consider …
by Daniel Lacalle via Mises In this world of monetary insanity, defenders of central bank constant easing try every day to convince you that inflation is caused by numerous factors, not by currency printing. Many blame inflation on cost-push factors or even speculation, but …
Commodities are ripping, causing fears of an incoming global recession. @mikemcglone11, Senior Commodity Strategist at @business is joining to discuss. And… one of my favorites, @TrueCrypto28 will join to discuss Bitcoin and charts. 10 AM EST.https://t.co/7bqY0e2VGr — The Wolf Of …
by confoundedinterest17 This has been a brutal week for consumers. With the Russia/Ukraine conflict raging and Congress seems determined to not allow for additional oil and gas production, and Biden’s anti-fossil fuel edicts still in place, we are seeing dramatic price …
Not just oil, but nat. gas, fertilizers, grains … other key commodities. U.S. utilities push White House not to sanction Russian uranium: "The United States relies on Russia and its allies Kazakhstan and Uzbekistan for roughly half of the uranium …
Brent drops to $99 a barrel as the US mades clear it doesn't plan to target Russian oil and gas | #OOTT https://t.co/pTRvphZS93 — Javier Blas (@JavierBlas) February 24, 2022 And this is confirmed: European utilities are set to buy …
Hyperinflation in commodities prices pic.twitter.com/YWWtVeT73E — Alessio (@AlessioTMAD) February 12, 2022 Game on. Strong move on the gold-to-S&P 500 ratio after retesting its recent breakout. This is an early move. Gold looks to be out of a bullish pennant and precious metals are …
by Kimble Charting The recent US Dollar Index rally is providing a headwind for commodities, while pushing other currencies down. Should the rally extend further, it may create a bigger disturbance in the financial markets… perhaps even extending to equities. Today’s chart of …
*Commodities beginning to unwind as growth erodes IMO this is why I’ve been short commodities – w/o China’s credit-driven property development sector, global growth + demand will fade Not to mention global liquidity’s plunged YTD But still – supply issues …
Howe Street, Released on 10/30/21 Bob Hoye is a trained geologist, successful resource investor and economic historian. Bob is the chief investment strategist for chartsandmarkets.com.
From Birch Gold Group This week, Your News to Know rounds up the latest top stories involving gold and the overall economy. Stories include: Gold as the most effective commodity, analysts optimistic despite outflows from gold funds, and 239 rare gold …
by confoundedinterest17 What if inflation is actually transitory like The Federal Reserve has been saying? Or is The Fed really telling us about an impending economic slowdown after the Fed’s and Federal government stimulypto wears off? Iron ore prices have slowed …
by Frank Holmes, CEO, U.S. Global Investors It may be time for investors to take a serious look at commodities and raw materials. A bipartisan $1 trillion infrastructure spending bill cleared the Senate on Tuesday and now awaits approval from …
(Bloomberg) — Hedge funds plowed money into bets that the commodities rally of 2021 still has further to run, snapping three straight weeks of reductions. Net-long positions on a basket of 20 commodities rose by 8.3% in the week ended …
by Chris Powell of the Gold Anti-Trust Action Committee (GATA) Dear Friend of GATA and Gold: Wall Street Silver’s standing committee of Lee Juston, Jim Lewis, and Ivan Bayouhki today interview GATA board member Ed Steer, publisher of Ed Steer’s Gold & Silver Digest letter …
by Chris Kimble Inflation pressures are increasing as the economy tries to digest a prolonged period of higher commodity prices. While select commodities have pulled back (and this has investors hopeful that inflation moderates), the broader commodities arena remains elevated. …
by Kimble Charting Rewind to March 2020 and things weren’t looking so good for commodities. COVID-19 was in the news and several assets were trading sharply lower. Then came the comeback. And in a big way. Perhaps even concerning way when …
by Joanna Miller via The Organic Prepper Inflation is here, and with it the possibility of an agricultural commodities supercycle. We’ve all seen inflation at the gas pump and the grocery stores, and heaven help you if you need to build something right …
Wall St. For Main St., Released on 6/18/21 Adem Tumerkan from Speculators Anonymous made a contrarian guest post video about how and why deflation or disinflation can come in the next few months. There is also brief commentary about Adem’s …