YinYang/iStock via Getty Images Introduction Agriculture is in turmoil. Crop prices have started to fall off a cliff, pressuring related companies in the business. In this article, I will discuss these developments and explain why […]
fotokostic/iStock via Getty Images Investment thesis Phosphate, potash, and nitrogen fertilizer prices experienced a rally in the first half of the year amid growing fears of global market disruption of supplies from Russia due to […]
The Dollar performed exceptionally well through the first half of 2022 – and more broadly over the preceding year. The fundamental stars aligned between a leading Fed tightening regime, perceptions of a greater cushion for […]
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