Food Inflation

Thoughts on food inflation

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GLD/TLT - FOOD INFLATION OR CHINA FOREIGN RESERVE MANAGEMENT?

Watch now (12 min) | The first is bearish US stocks, the second is bearish China

May 17 •

SVB - IS THAT REALLY THE END OF THE HIKING CYCLE?

Watch now (11 min) | The Pro-Labour, Anti-Capital cycle continues in my view

Mar 13 •

Watch now (14 min) | Pro-labour policies should be good for consumption and commodities everywhere

Mar 3 •

INFLATION OR NO INFLATION?

Watch now (11 min) | That is the question!

Feb 20 •

THE NEXT FOOD SPIKE?

Watch now (11 min) | Is it right to export food when you cannot feed your own people?

Jan 31 •

FOOD INFLATION UPDATE

Watch now (12 min) | Commodity related inflationary impulse has lessened, but strangely GLD/TLT continues to trade well.

Jan 23 •

AM I WRONG ABOUT BONDS?

Watch now (11 min) | I am bearish bonds - but am I wrong?

Dec 9, 2022 •

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