Economic War Against A Real Economy: How the West May Have Underestimated Russia
The War In Ukraine: Atoms Versus Bits
Ukraine Crisis Boosts Gold Names: A Gold Name Hits Our System’s Top Ten For The First Time Since 2020.
Ukraine Crisis Boosts Gold Miners
A few days ago, we posted Russian journalist Anatoly Karlin's assessment that there was an 85% chance of a Russian invasion of Ukraine.
Here’s Your Casus Belli: A Missing Piece In The Lead Up To A Russian Invasion Of Ukraine Falls Into Place. Investment Implications Of War In Ukraine.
The Motherland monument in Kiev. Zeynep Elif Özdemir/Pexels
A Missing Piece Falls Into Place
One of the objections to claims that Russia would invade Ukraine earlier this week was the lack of a casus belli for the Russian people. Clint Ehrlich made this point on Twitter,
How To Not Get Crushed: Investing Cautiously Ahead Of The Fed’s Rate Tightening.
Cottonbro/Pexels
Stock Picking Gets Harder
Coffee Heats Up Again: Six Months Ago, We Told You A Coffee Fund Was One Of Our Top ten Names. It’s Up 54% Since, And Now It’s One Of Our Top Names Again.
Coffee more expensive? As Jeremy Irons' character in "Margin Call" says, "I'll have to pay".
Our Top Name From Two Months Ago
Six months ago (Too Much Crypto, Not Enough Stuff), we wrote about coffee shortages and noted that the leading coffee exchange traded note was one of our top names:
Not-So-Transitory Inflation: In Recent Months, We’ve Posted Winning Inflation Trades. Here Are Two More Inflation Trade Ideas.
A typical couple enjoying their (presumably) debt-financed breakfast in bed (image via Affirm).
Economy-Wide Inflation
As Washington Post economics correspondent Heather Long pointed out on Twitter recently, inflation is now hitting Americans everywhere from rental cars to rent.
Coffee Heats Up: The Coffee ETN JO Was Our Top Name In May; It’s Up 37% Since, But We’re Bullish On It Again. What To Do If We’re Wrong About It This Time.
Coffee more expensive? As Jeremy Irons' character in "Margin Call" says, "I'll have to pay".
Coffee Heats Up
Two months ago, we wrote about coffee shortages and noted that the leading coffee exchange-traded note was one of our top names:
Crypto: Look Out Below — Three Market Technicians See Further Downside, But There’s A Potential Bright Spot In The Crypto Orbit
H-USD, BNB-USD
Credit to Oliver Renick for the clever "laser eyes" bear meme, more on which below.
Laser-Eyed Tom Brady