This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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15 Aug 22
Grains - Long Term Bullish But Standing Aside For Now
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
09 Aug 22
Russian Gas - Can The EU Beat Putins Blockade
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
08 Aug 22
China Taiwan - Anatomy Of A Crisis
#Politics#China#Ukraine#Taiwan#Strategy Archive#Economy#International Relations#Military#PLA (People's Liberation Army)#Bohai Sea#Yellow Sea
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
14 Jul 22
Food - The War Commodity
#Russia#Ukraine#Strategy Archive#Commodities#Exports#Agriculture#Grain Prices#Oilseed Prices#Speculation#Global Recession#Food Supplies#Cotton Consumption#Consumers.
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
18 Jun 22
Agro Commodities - A Hedge Against Tightening Liquidity
#Ukraine#Strategy Archive#Bond Markets#Interest Rates#Commodities#Liquidity#Afghanistan#Agriculture#Hedge#Equity markets#Food security#Tightening
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
13 Jun 22
The Broken Plate 2 - The Fragments
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
08 Jun 22
The Broken Plate
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
31 May 22
Flagship Putinkind
#Sanctions#Energy#Politics#Recession#Russia#Ukraine#Strategy Archive#Economy#Raw Materials#Exports#War#Capital Controls#Trade.#Grains#Current Account Surplus
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
17 May 22
The Trilemma Strategy
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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