commodities

1 min read 2021-11-25 05:27:47

Eurodollar University Episode 160: A Conversation With Russell Napier

160.0 Interviewing Russell Napier: What the Asian Financial Crisis Wrought———Ep 160.0 Summary———Author, reformed lawyer, economic

1 min read 2021-11-22 07:46:34

Look around the poker table. If you can’t see the sucker, you’re it. Warren Buffett I actually don’t know if Warren Buffett was the first to

1 min read 2021-11-20 00:54:50

157.3 Will the Next Fed Chair be a Theoretical Grammarist?———Ep 157.3 Summary———The last time the Federal Reserve tapered its QE program

1 min read 2021-11-19 10:09:06

There have been some interesting developments for gold and the US dollar in the recent two weeks. They are actually moving up together. Check out the

1 min read 2021-11-19 03:42:23

157.2 The US Treasury Bond Market “Landmine” is Primed———Ep 157.2 Summary———The “landmine” has been part of each of the four

1 min read 2021-11-17 22:39:45

157.1 Consumer Prices Surge Worldwide in October – Why? ———Ep 157.1 Summary———Around the world data shows consumer prices are

1 min read 2021-11-16 12:00:00

A sharp rise in natural gas prices since August has put upward pressure on a host of commodities, including coal, electricity, and oil, while

1 min read 2021-11-15 11:13:48

‘What do you think about the outlook for inflation?’ Three people asked me that last week. It’s certainly clear this is now the defining issue

1 min read 2021-11-15 07:22:20

Consumer sentiment hit a decade low last month, falling 6 points from an already low level. The culprit? Inflation, which we learned last week hit a

1 min read 2021-11-13 05:53:36

150.3 Warning Indicator Blinks Red on PBOC Balance Sheet ———Ep 150.3 Summary———What kind of foreign assets do you own PBOC? Well, we are

1 min read 2021-11-12 10:21:21

What a difference a week can make in the stock markets! Last Thursday, the Federal Reserve announced that it would taper its QE program. Gold and

1 min read 2021-11-12 06:26:05

150.2 History Lesson: Inflation vs. Bond Yields vs. CPI———Ep 150.1 Summary———We review the 1950s, 1960s, 1970s, 2000s and 2010s to study

1 min read 2021-11-11 15:18:00

Blacked out homes, unlit streets, and factory shutdowns – China has been gripped by its worst power shortage in decades since mid-August, leading

1 min read 2021-11-11 08:05:10

150.1 Huge 1950s CPI-Surge was Transitory, Not Inflation ———Ep 150.1 Summary———An early-1950s US consumer buying-binge sent the Consumer

1 min read 2021-11-10 07:40:40

Some call it the accordion effect while others refer to it in terms of a bullwhip. Whatever the terminology, the supply chain mess has created a set