1Jun, 2025
Weekly Market Pulse: Time Out
The tariff rollercoaster continues. This week most of President Trump's tariffs were ruled to be outside the scope of the law he used to impose them. I was not surprised in the least because, as [...]
30May, 2025
29May, 2025
28May, 2025
27May, 2025
26May, 2025
Weekly Market Pulse: A Commodity Bull Market?
In commodity markets there's an old saying that low prices cure low prices and high prices cure high prices. High prices lead to over-investment in new capacity which leads to gluts and low prices. Low [...]
23May, 2025
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