Commentary

The Roundtable Insight – Dr. Marc Faber and Yra Harris on the Economy, Geo Political Risks and Investing

May 12, 2021

Presented by Financial Repression Authority.

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Notes From Underground: SIN or WIN, It’s a Generational Thing

May 12, 2021

In 1976, when I was beginning my long march toward acquiring knowledge to analyze markets Gerald Ford was running for reelection. Inflation was gaining strength so the FORD campaign was bent on making America believe that he had the... more

Market Summary: May 9, 2021

May 10, 2021

Petroleum prices increased for a second consecutive week as Brent neared $70 per barrel midweek. The largest weekly decline in US Crude inventories in over a year, a weakening dollar, strong economic data from China and easing summer travel... more

Notes From Underground: Sanctions Are Sanctimonious

May 03, 2021

In today’s world of DOLLAR domination it is easy for the U.S. Treasury — under the guidance of the president — to place sanctions on many different global actors as they strive to use the conduit of SWIFT and other banking... more

Market Summary: May 2, 2021

May 03, 2021

Petroleum prices reached six-week highs as total commercial petroleum inventories fell by 1.6 MB despite US refinery utilization rates reaching 13-month highs. Prices did ease slightly on Friday largely due to profit-taking linked to the US... more

Grain Prices Continue To Defy Gravity

May 02, 2021

We are now in the heart of the planting season for the 2021 crop year. Last April, prices were languishing at lows. Nearby CBOT corn futures traded to a low of $3.0025 per bushel. Soybean futures bottomed at $8.0825, while CBOT wheat reached $4.... more

Market Summary: April 24, 2021

Apr 26, 2021

Petroleum prices softened on the week, primarily driven by a surge in Covid-19 cases in India, Japan and Brazil that weighed heavily on expectations of near-term demand. Stronger economic and vaccination data from the United States and slight... more

Market Summary: April 17, 2021

Apr 19, 2021

Petroleum prices recovered significantly this week as positive economic data from China, increases in monthly demand forecasts by both OPEC and the Paris-based IEA, a series of diplomatic expulsions between the US and Russia linked to both the... more

Market Summary: April 11, 2021

Apr 12, 2021

Petroleum prices soften this week as the reality of pending increases in OPEC+ output coupled with increases in production from members not bound to the agreement, emerging signs of a slowing economic recovery linked to stubborn remnants of the... more

Notes From Underground: The Arrogance of Janet Yellen

Apr 09, 2021

Since I last wrote, it has been a time for thought, contemplation and discussion. This week I recorded an FRA podcast with Richard Bonugli and Larry McDonald. It was the equivalent of the “Wide World of Sports” as we traveled around the world... more