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Is the “Supercycle” Finally Here?
The Return of the Commodities Supercycle
Welcome to the second full week of 2026, and if you thought the markets were going to ease into...
Oil, Gold, and Regime Change
Understanding the risk premium after the Maduro capture.
If you had "US Government runs Venezuela" on your 2026 bingo card, please collect your prize at...
The Final Liquidity Event of 2025 Is Here
The Fed, The Data, and The Friday Shake-up
Welcome to the middle of December. Usually, this is the time when trading desks grow quiet, volumes...
Coal or Cash? The Fed Decides Your Christmas
The one sentence from Powell that could ruin the holidays.
Welcome to a critical week for your portfolio. We find ourselves staring down the barrel...
2026 Rate Cuts: The Secret Clue
The “Missing” Data That Scares the Fed
If you have been looking for clarity in the financial headlines lately, you might have noticed it is...
