An Orange Juice Squeeze in 2024 and Revisiting “Trading Places”
Orange juice prices have skyrocketed since penning “Florida’s Orange Juice Crop at Risk Due to Hurricane Dorian – Reminisces of the ‘Trading Places’ OJ Trade” in August 2019 (Twitter thread) and “Florida’s Orange Juice Crop Devastated by Hurricane Ian” published...
The Copper Supply Disruption and Technical Analysis – Blue-Sky Territory
A rally in certain technology stocks (Magnificent Seven) that began last year with the speculation of artificial intelligence (A.I.) infrastructure needs and the concurrent push for green energy has amplified the fresh demand for copper. That occurred as supply passed...
Surge of “Little Green Men,” and Metal is Poised to Strike – Part XXIII: Virtue Signalling
Escalation into WW3 with Iran and its proxies returned to headlines in May after Israel launched a belated military operation in Rafah on the Egypt-Gaza border, and a helicopter crash this past weekend killed Iran President Ebrahim Raisi (aka the “Butcher of Tehran”)...
The Race for Hydrogen-Based Internal Combustion Engine Cars Has a Winner
I have opined extensively on the electric vehicle (EV) disaster, an evolving Green New Deal utopia collapse, the global warming fraud that morphed into a climate change narrative, demonization of oil that’s actually abiotic and not primarily from fossils, and the...