Agricultural Commodities and Weather

Agricultural Commodities and Weather

Drought in Kansas Worsens World Wheat Shortfall We have written about how the war in Ukraine is affecting commodity prices. Oil and natural gas are up as foreign customers quit buying from Russia and look elsewhere. Some strategic minerals will be in short supply as...
How Empires Fall - Lessons from WWI

How Empires Fall - Lessons from WWI

Vladimir Putin is a student of Russian history. His interpretation is heavily biased and appears to miss Russia’s involvement in the first world war and the downfall of empires the conflict caused. The Chinese general Sun Tzu said that no country ever benefited from a...
Russian Debt Default

Russian Debt Default

Russia is heading toward default on its debts for the first time in a century. The time of the Bolshevik Revolution was the last time that Russia did not pay its debts. How will this affect markets and will debt holders engage in a global search for Russia assets to...
Where Is the Bottom for Chinese Tech Stocks?

Where Is the Bottom for Chinese Tech Stocks?

The Russian invasion of Ukraine has hurt the US stock market but the market effects have spilled over into China as well. China has seen a roughly $2 trillion selloff in its tech sector and has not yet hit bottom. Where is this coming from? Where is the bottom for...