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View all articlesFundamentals also suggest uranium prices could be headed much higher from here (from Kyle Horn via X)…
Read articleOil futures positioning is extremely bearish again, setting the stage for a rebound in prices (from the Daily Shot)…
Read articleHere’s a look at the current state of the offshore oil industry (from Tommy Deepwater via X)…
Read articleCorn prices continue to drift lower after the government reported farmers are set to produce the largest crop in history this year (from The Daily Shot)…
Read articleThis is yet another tailwind that could push metals prices higher in the years ahead (from Brandon Beylo via X)…
Read articleCommodities can provide valuable diversification in a traditional portfolio (from Bob Elliott via X)…
Read articleThe copper market is in extreme contango, suggesting slowing near-term demand (from The Daily Shot)…
Read articleYears of underinvestment have set the stage for a massive long-term bull market in commodities (from Robert Friedland via X)…
Read articleFTX founder Sam Bankman-Fried was found guilty of seven counts of fraud. Here’s an inside look at the trial (from Flesh/Markets)…
Read articleTrading on OpenSea – the biggest non-fungible token (“NFT”) marketplace – has collapsed (from chartr)…
Read articleThis simple strategy has almost perfectly timed Bitcoin’s major tops and bottoms (from Philip Swift via X)…
Read articleHistory suggests a Bitcoin spot ETF could be very bullish for prices (from Bitcoin for Freedom via X)…
Read articleThe U.S. Securities and Exchange Commission (“SEC”) hasn’t approved a Bitcoin spot ETF, but signs suggest it’s simply a matter of time (from Eric Balchunas via X)…
Read articleNotable Institutional Buying
Read articleNotable Insider Buying
Read articleThe big story this month was the continued rise in long-term U.S. Treasury yields. The yield on the benchmark 10-year Treasury note just touched 5% this week for the first time since before the Great Financial Crisis (from Bloomberg)…
Read articleHowever, unlike the rise in Treasury yields earlier this year, this recent rise isn’t due primarily to expectations of higher short-term rates (i.e., the Federal Reserve). Rather, in recent months, yields have been rising due to expectations of higher inflation (from Bloomberg via ZeroHedge)…
Read article… as well as rising “term premium” – a measure of the added compensation investors demand for holding longer-duration debt – as a result of out-of-control government deficits (from Jurrien Timmer via X)…
Read articleUnfortunately for equity investors, higher yields make stocks relatively less attractive. As you can see below, the “equity risk premium” – a measure of the difference between the expected return in stocks and the risk-free rate of return in Treasuries – has fallen to its lowest levels in decades (from The Daily Shot via X)…
Read articleIn fact, by some measures, stocks are near their most expensive level versus bonds in the past 100 years. Previous extremes have led stocks to underperform bonds over the next decade, even if bonds themselves produced poor real (after inflation) returns (from Hussman Strategic Advisors)…
Read articleRising interest rates mean deficits finally matter (from The Wall Street Journal on October 5)…
Read articleRising rates are beginning to weigh on corporate profits (from The Financial Times on October 5)…
Read articleWhy the BRICS nations – Brazil, Russia, India, China, and South Africa – don’t need a single currency to disrupt the global financial system (from Luke Gromen via FFTT Tree Rings on October 6)…
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