Wednesday, June 5, 2024

Briefings Magazine: A Global Shift in Trading

By SIMON CONSTABLE

The growth in world trade has been nothing short of an economic savior since the end of WWII. As America reigned supreme, international trade grew from a mere 4.2 percent of world GDP in 1945 to 31 percent, reaching that peak first in 2008, and again in 2022 after retreating for a decade or so. This trade growth coincided with what economists expected: Over those many decades, increased trade lifted millions of people out of abject poverty and made some others rich. Unfortunately, those halcyon days seem to be ending—and quickly. Read more here.



Monday, June 3, 2024

Forbes.com: Buy Wheat. It’s A Top Hedge For Geopolitical Crises, Analyst Says

By SIMON CONSTABLE

Get ready to put some wheat futures in your portfolio.

The reason is simple: It is a great hedge against geopolitical tumult.

Shawn Hackett, writing the Hackett Money Flow Commodity Report, which focuses on agriculture (Ag) puts it like so:

  • “In terms of geopolitical hedges in Ag commodities, the wheat market takes the prize. It is likely to outperform most other geopolitical hedges during this period.”

Read more here.


Boisie Valley Wheat Field circa 1920, 
See page for author, Public domain, via Wikimedia Commons


Forbes.com: Cost Of Coffee Set To Skyrocket

By SIMON CONSTABLE

How much is your morning coffee going to cost you this year or next?

Likely a lot more than it did recently.

“The coffee market has a set up for all-time highs to be seen over the next crop cycle,” writes Shawn Hackett in the Hackett Money Flow Commodities Report, which focuses on agricultural products. Read more here

afe, s’il Vous Plais 
Christopher Michel 
CC BY 2.0, via Wikimedia Commons

Christopher Michel CC BY 2.0, via Wikimedia Commons

Thursday, May 23, 2024

#FRANCE: The rains continue, threatening the crop. @RealConstable @BatchelorShow Occitane

 By SIMON CONSTABLE

Listen here.


French tennis player Suzanne Lenglen at the 1920 Cannes tournament at the Carlton Club 
Agence Rol, Public domain, via Wikimedia Commons