The implications of Mexico's elections.
Despite falling off the news cycle, these issues should remain top of mind.
Inflation and the Three Body Problem, Natural Gas to the Rescue, Understanding Inflation Drivers, China + Copper
Copper, China Stock Piling, and Structural Imbalances
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
Deterrence against an increasingly aggressive China