The future is now for Strategic and critical commodities at the heart of the current global macro alignment Source: MP Materials I am moved to write this article because what…
Here is a weekly chart of the Nickel futures price. Nickel is up by 22% this week. Just an FYI for anyone interested (my Ni position is TLO.TO/TLOFF, which has…
Copper spike and reversal As gold hits our short-term target (short-term, longer-term is much higher), Nickel goes limit up and other items went bonkers in pre-market, the good doctor is…
Various 'war trades' spiked and some are reversing in pre-market. Palladium and gold did the spike and reversal while nickel is doing what wheat did last week, limiting up. From…
Different short-term conditions among the metals As the macro tries to sort itself out with respect to the near-term play being inflation (good for some things), deflation (bad for most…
'Battery Metal' Nickel is bullish Among other metals like cyclical, inflation-sensitive copper, counter-cyclical much less inflation-sensitive gold and tweener silver that have either been correcting during the summer inflation cool…
LME warehouse levels for various industrial metals Doctor Copper gets the attention, but the red metal is just one of a whole bunch of cyclical industrial metals subject to inflationary…