“Commodities are the original asset class.” When times are tough, and they are tough, the world finds itself rushing back to its stockpiles. The things that matter in hard times are hard assets. We talk about this phenomena unfolding everyday as investors wake up every morning to an increasingly volatile market reading, fueled by geopolitical conflict and a strange hankering on the part of the US gov’t for the invention of electric vehicles as a solution to a growing and growing global energy crisis. Also on our plate today: America’s “unbridled monopoly” over global monetary policy & the weaponization of the US dollar, lithium batteries, cannabis, copper, gold & silver, and the Fed’s “Plunge Protection Team.”
