Peak 1980s Berlusconi

The thing I always liked about commodity markets is that at the end of the day it isn’t about who is saying what but about supply and demand.

The advanced research tool used to do this analysis

If you manage outside money, put the letters “CFA” at the end of your social media name, and today you are asking “Why is WTI trading above Brent?,” I’m afraid your clients have a problem.

Remember by longing Oil you're longing an asset that almost every country on Earth is incentivized to see trade lower

Also, commodity dictionary oil-to-agriculture: backwardation = inverse contango = carry (Personally, I prefer the agri terminology)

Calling traders cattle is being too kind to them

Binance officially launches oil and natural gas futures trading with 100x leverage... Not going to end well $uso

Fertlizers prices rising can't trigger food shortages in one year. Diesel shortages can trigger food shortages in few weeks.

"yes, I'm into Y2K too"

Hey! Biblical Christian here Both are demonic

Stagflation is a big problem for central banks. Moves in government yields keep see-sawing. If you bring down policy rates to fight weak growth, you risk higher inflation. If you do nothing with policy rates, you risk even lower growth.

FTSE RUSSELL: NIGERIA RECLASSIFIED FROM UNCLASSIFIED TO FRONTIER MARKET STATUS, EFFECTIVE SEPT 21, 2026

Watch oil prices decline…. And decline

EXCLUSIVE: Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell summoned Wall Street leaders to an urgent meeting on concerns that the latest AI model from Anthropic will usher in an era of greater cyber risk. bloomberg.com/news/articles/…

Prime Minister Viktor Orbán has just called to congratulate us on our victory.

ft.com/content/520dd2… I believe this is a perfect article on the private credit debacle.