One can certainly not refer to the recent incursion by Russia into Ukraine as a Black Swan event, as we have been talking about it for weeks. Still, markets have certainly acted like it was a significant shock. It would seem we need to develop a new moniker for this…
Commentary
Free Commentary
Exactly why this should have come as a surprise to anyone is slightly baffling, but with confirmation that Russia has moved into parts of Eastern Ukraine over the weekend, a number of commodity markets have jolted into higher territory to begin the week as well. After building up troops at…
Daily Comments
Exactly why this should have come as a surprise to anyone is slightly baffling, but with confirmation that Russia has moved into parts of Eastern Ukraine over the weekend, a number of commodity markets have jolted into higher territory to begin the week as well. After building up troops at…
Weekly Commentary
FEBRUARY 19, 2022 Those of you who have read this letter for any number of years will no doubt be familiar with a friend/associate that I many years ago nicknamed Jeremiah, after the prophet of the same name. If you recall from your Sunday school lessons, Jeremiah lived between 650…
Free Commentary
It would only stand to reason that after a week of being both emotionally and financially whipsawed with the ever-shifting stories that have emerged concerning the Ukraine/Russia situation, markets are a whole are just ready to even out the book, and allegorically head home for the weekend. If we were…