Deterrence against an increasingly aggressive China
What are the implications of an increasingly more Russia-aligned Sahel region?
Inflation and the Three Body Problem, Natural Gas to the Rescue, Understanding Inflation Drivers, China + Copper
Copper, China Stock Piling, and Structural Imbalances
The implications of Mexico's elections.
Despite falling off the news cycle, these issues should remain top of mind.
S&P 500 hits new all-time highs, EU and US elections, and Andurand on copper.
Understanding AUKUS - Pillar II
Base Metals Surging, Get Used to 3%, Hikes Before Cuts
Gold hits new all-time highs, will gold miners follow?
The New Global Arms Race, Iran Attack Effects on Oil, Pacific Alliances, LNG Export Lawsuit, Long Mexico