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View all articlesElectric vehicles are unlikely to make a dent in global oil demand for years under even the most optimistic scenario (from Trader Ferg on June 9)…
Read articleHarris “Kuppy” Kupperman – manager of hedge-fund Praetorian Capital – explains why investors waiting for a “breakout” in uranium could be in for a surprise (from Kuppy’s Korner on June 11)…
Read articleVisualizing the world’s largest steel-producing countries (from Visual Capitalist on May 18)…
Read articleWhy copper could see an unprecedented bull market in the years ahead (from Bloomberg on June 7)…
Read articleCommodities appear “deeply oversold” relative to equities (from The Daily Shot on June 7)…
Read article“Smart money” positioning in the futures markets suggests copper prices could be nearing a low (from McClellan Financial Publications on June 8)…
Read articleBank of America’s latest survey of global fund managers suggests virtually no one is bullish on commodities today (from the Financial Times on June 13)…
Read articleAgricultural commodities are moving sharply higher again, suggesting food price inflation will soon follow (from TaviCosta via Twitter on June 15)…
Read articleGlobal copper inventories are well below their seasonal 10-year average today (from PauloMacro via Twitter on June 21)…
Read articleBitcoin continues to gradually “decouple” from the stock market again (from ecoinometrics via Twitter on June 5)…
Read articleA majority of U.S. crypto exchange Coinbase’s revenue could be at risk as a result of the Security and Exchange Commission’s (SEC) crypto crackdown (from NotChaseColeman via Twitter on June 5)…
Read articleWhy the SEC is targeting crypto exchanges now (from The Guardian on June 6)…
Read articleU.S. lawmakers urge the Internal Revenue Service and Treasury Department to release new crypto tax rules (from Coindesk on June 7)…
Read articleProfessional currency trader Brent Donnelly notes Bitcoin has a clear advantage versus other digital assets as U.S. regulators begin to crack down on crypto exchanges (from Spectra Markets am/FX on June 12)…
Read articleMicrostrategy Chairman Michael Saylor also believes that the SEC’s moves could strengthen the Bitcoin network (from saylor via Twitter on June 13)…
Read articleGlobal asset manager BlackRock files for a U.S. spot Bitcoin exchange-traded fund (ETF) (from Bloomberg on June 20)…
Read articleThe first-ever 2x leveraged Bitcoin futures ETF is about to start trading (from CoinDesk on June 23)…
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Read articleThe Congressional Budget Office (CBO) projects U.S. federal debt to grow to an unprecedented 200% of gross domestic product (GDP) over the next 30 years (from the CBO’s February 2023 Budget and Economic Outlook )…
Read articleYet, over at least the past 20 years, these CBO projections – based on the prevailing laws at the time of the forecast – have consistently underestimated the future debt burden by a huge margin (from Alpha Omega Wealth Management )…
Read articleFederal Reserve rate cuts are typically not an immediately bullish catalyst for U.S. stocks. Over the past five recessionary bear markets, stocks have bottomed between 2 months to 20 months after the Fed started cutting rates (from BofA Research via MacroVisor )…
Read articleBoth the post-Great Financial Crisis trend and valuation suggest the bear market has further to run (from Fidelity Investments/ Jurrien Timmer via Twitter )…
Read articleChina continues to dramatically reduce its holdings of U.S. Treasury debt (from ANZ Research via The Daily Shot )…
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