Trader’s Corner — Finding Opportunities in Trends
In today’s Money Weekend…reading the tea leaves…definition of a trend…three decades of BHP…can you find the trades?…and more…
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Austrian Energy Cycle Theory: Beware the Green Bubble
We can apply the same Austrian Business Cycle thinking to energy, given how energy is almost as influential in the economy as money itself.
How the ‘Experts’ Hide the Real Costs of Living
The figure above shows the CPI in Sydney increased at a consistent rate. The smoothness of this trend hides a lot of what is really occurring beneath the surface.
Why You Should Worry More about Italian Tomatoes than US Inflation
US markets overnight seemed to ignore this inflation agenda. Rising in the face of this new data instead of falling. It’s not just equities defying inflationary fears either. 10-year bond yields also fell overnight…
Copper Demand Outlook — Keep an Eye Out on Copper
Demand for copper is rising as economies recover, and from the energy transition. Timber, agricultural goods, copper — they’ve all been increasing after plenty of stimulus around the world kicked in to stave off the pandemic…
Two of the Decade’s Emerging Megatrends Collide — FTX Crypto Deal
Both e-sports and crypto are destined for big things over the coming years. And this latest deal between TSM and FTX is a sign of what is to come…
