In honor of my GSCI roots and what I had to do every Sunday night as a junior trader at 22, I give you a quick visual tour of the major commodity groups to assess the current picture of macro health.
Excellent as always. Thanks Michael.
Hey, did you happen to listen to this pod with Luke Gromen? Love to hear your thoughts on first 15 minutes or so.
I can’t think of anybody better than you who could find the weak points in his arguments.
Have a great weekend!
Major global deflationary collapse incoming as the Black Hole of AI engulfs all inputs previously necessary for existence