CAUTION: Physical commodities have been the best performing asset class in each of the past two years, measured by the broad Bloomberg commodity Index. And seems a 2023 consensus...

Netflix’s last quarter earnings were the subject of much interest as the online streaming leader reported falling subscriber rates and critique over original programming. But...

WEATHER: The weather gods are set to keep having an outsize impact on capital markets. The La Niña weather phenomenon is now forecast for a third straight northern hemisphere...

LAGGARDS: The broad Bloomberg commodity index is up 23% the past year. Along with cash it’s the only positive asset class. The post-covid demand rebound and a decade of supply...

APPLE: Apple (AAPL) is the largest publicly traded stock in the world. Its $2.5 trillion market capitalisation is $300 billion ahead of runner up Saudi Aramco (SAOC). The...

DROUGHT: Nearly 60% of the US is now seeing drought conditions, the most in a decade, and double the average. A third of the country is seeing severe, exceptional, or extreme (see...

EYE-OF-THE-STORM: Record natgas prices, looming energy rationing, drought, stagflation, recession. Europe is stuck between an economic rock-and-a-hard-place. The energy crisis is...

COFFEE: Arabica coffee prices have held near decade highs as consumers did not want to give up their morning brew despite squeezed finances. This has tightened the coffee market,...

In recent years, interest in “alternative investments” has exploded. In a world of high stock market volatility and falling bond prices, many investors — particularly...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Pagaya Technologies Ltd (PGY), Toughbuilt Industries Inc. (TBLT),...