The Fed raised interest rates by 25 basis points. In response…not that much happened.   Sure, Treasury yields rose a bit. And stocks gained some. And gold rose. But the moves were small relative to …

          The first in-person MIF of 2022 flew by last week. It was great to finally see everyone again! I also had the opportunity to present and introduce some wonderful companies, but unfortunately, that meant I didn’t have …

          Real Rates   Jerome Powell testified to Congress today and made clear what the Fed will do at its meeting in two weeks: raise rates but only by 25 basis points. Of course the decision …

          This week’s video is about how with the recent events in Russia, fertilizer resources like phosphate are set to spike. Here’s what I think this means for the market and how I’ve chosen to position my …

          From the Maven Letter: February 23, 2022     The Ukraine situation has evolved. Whether sanctions will limit Putin’s ambitions to annexing the Donbas, leaving the rest of Ukraine alone, is yet to be seen. …

          It’s been an interesting week for lots of reasons. On the metals front: copper traded up through February to date putting it above US$4.50 per lb. Nickel has been on a tear and the last …