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LNG exporters are directing their fleets towards Asia, and Europe will be left begging Russia to fill the gap.
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“All rail service coming to and from the Port of Vancouver is halted because of flooding in the British Columbia interior.” – Matti Polychronis, port s…
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The SEC cracks its knuckles and sets about the task of punching people in the face.
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“Alchemy is a kind of philosophy: a kind of thinking that leads to a way of understanding.” – Marcel Duchamp A funny thing occurred in the gold market …
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“At one point, people are going to have to realize that maybe I know what I’m doing.” – Justin Trudeau The Upper Peninsula (UP) of Michigan is some of …
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Unfortunately for coking coal, it has coal in its name. Unfortunately for the renewable power industry, they’re going to need a lot of coking coal. Thi…
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The Work of My Life: October 2021 Report
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If the margin call of life hits, are you prepared to survive the short squeeze that would inevitably follow?
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If you were foolish enough to short copper with these market dynamics, punishment should have been swift. If you were shrewd enough to take the other s…
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Earlier this week, Ursula von der Leyen descended from on high, tablets in hand, to deliver a somber message to the shivering masses of the Old Contine…
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It is fine to not know where stuff comes from, but it isn’t fine to not know where stuff comes from while dictating to the rest of us how the economy s…
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“On State Street, that great street, I just want to say… They do things that they never Do on Broadway” – Frank Sinatra This is not a piece about Covid…
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