All Insights
Commodity Watch: Gold vs The Dollar
Per Triffin’s Paradox, a country with a reserve currency must balance local needs with international needs.
Commodity Watch: Minerals and Magnets
Magnets created our modern world. They can now tell us a lot about current trade.
Commodity Watch: Commodities & Dollar Tango
In 1970, the US was running out of gold. The US dollar (USD) had been pegged to gold at $35/oz since the end of WWII, but USD supply increased as the US printed it for foreign aid, foreign investments and the Vietnam war.
Commodity Watch: Tariffs & Trade Finance
New changes in trade flow may affect producers, consumers and financiers in significant ways. This also however creates opportunities for funders that understand how to capitalize on the shifting dynamics.
Commodity Watch: Whither the Weather?
Markets are pricing weather volatility. Hedge funds are hiring atmospheric scientists to model the impact of weather on commodity prices at 10x their typical average salary as scientists, with total compensation upwards of $1m
Commodity Watch: The Robots are Coming
Anthony Levandowski attempted to lead Uber’s foray into self-driving cars after co-founding Waymo. Those efforts did not end well for him. Bloomberg now reports that Mr. Levandowski is helming a new venture to create autonomous vehicles (AV) for the mining industry.