A metals-led commodities supercycle

If it takes a decade to create a mine, how do supply and demand for commodities find an equilibrium? Badly. The commodities supercycle is driven…

Europe’s latest war with Russia will end in another winter humiliation

Europe is trying to expand its latest empire into Eastern Europe, again. You’d think they’d know better by now… It began… well, it began a…

The Return of Bloody October?

Back in 2018, I predicted a meltdown in the stockmarket over Italian elections. I called the prediction Bloody October. And the selloff which began in…