Your gateway to a free society
Article
Commodity Supercycle: The Enemy Of The Bull Thesis
Commodity Supercycle: The Enemy Of The Bull Thesis
Authored by Lance Roberts via RealInvestmentAdvice.com,
The commodity supercycle thesis is everywhere right now. Bank of America’s Michael Hartnett, one of the most widely read strategists on Wall Street, recently declared “commodities the biggest trade of the next five years,” anchoring the call on deglobalization, chronic capital underinvestment, and a world drifting away from dollar dominance. As is often the case, the narrative is extremely compelling. However, it’s also internally contradictory in ways that most investors aren’t stopping to examine.
After three decades of managing money,...
aboutLiberty Portal
Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
May 19, 2026 / Tyler Durden
"Door Of Doom" Looms As 30 Year Yield Soars To 19 Year High After Two Huge Treasury Block Sales
"Door Of Doom" Looms As 30 Year Yield Soars To 19 Year High After Two Huge Treasury Block Sales
Bond yields continued to move sharply higher today, driven in large part by the aggressive repricing in the oil strip as markets (finally) price in a lengthy disruption to Hormuz traffic which has pushed year-end prices higher by about $12 in the past month.
The result has been a spike across virtually all tenors:
*US 2-YEAR YIELD RISES TO 4.11%, HIGHEST SINCE FEBRUARY 2025
*TREASURY 5- AND 7-YEAR YIELDS RISE 10 BASIS POINTS ON...
Read more
Sep 15, 2026 / Tyler Durden
Senate Blocks Clarity Act As Cloture Falls Short Of 60 Votes
Senate Blocks Clarity Act As Cloture Falls Short Of 60 Votes
The Senate on Tuesday failed to advance the Digital Asset Market Clarity Act, falling short of the 60 votes needed to invoke cloture on the motion to proceed to H.R. 3633. The vote, held at about 2:15 p.m. ET, was the first floor test of comprehensive crypto market-structure legislation in the chamber. It was not a vote on final passage. It was a vote on whether debate could even begin. The answer was no, with 50 no votes and...
Read more
Jul 30, 2026 / Tyler Durden
UK Regulator Targets Data-Center Land-Grab On The Power Grid
UK Regulator Targets Data-Center Land-Grab On The Power Grid
Authored by Tsvetana Paraskova via OilPrice.com,
Britain’s energy regulator, Ofgem, on Wednesday launched a consultation on a proposed commitment fee for data center projects as part of broad reforms to ensure network capacity is used for projects that are ready and able to connect.
The proposal includes a new Data Centre Commitment Fee, which would be paid by large data center developments when accepting a connection offer, Ofgem said in a statement.
The fee would be refunded when the project reaches grid connection status and forfeited...
Read more
support
If you like what we do and want to support us, then you are a fine humanitarian. Click the link below to find out more.
Support the liberty movement
Want to get in touch?