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,...
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May 30, 2026 / Tyler Durden
Moscow Signs Military Partnership With Taliban In Full Circle Since CIA's Operation Cyclone
Moscow Signs Military Partnership With Taliban In Full Circle Since CIA's Operation Cyclone
Via The Cradle
Russia and the Taliban-led government in Afghanistan have reached a military and technical cooperation agreement, Russian news outlet Interfax reported this week.
The deal was concluded during the International Security Forum held in Moscow. According to the report by Interfax’s correspondent, Taliban Defense Minister Mullah Mohammad Yaqoob held talks with Secretary of Russia's Security Council Sergei Shoigu on the sidelines of the event.
Russian MoD, via X
During the meeting, Yaqoob said that engagement with Russia is important for the...
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Jul 21, 2026 / Tyler Durden
India Keeps Buying Russian Oil At Near-Record Pace Despite Expired Waiver
India Keeps Buying Russian Oil At Near-Record Pace Despite Expired Waiver
Authored by Tsvetana Paraskova via OilPrice.com,
India's crude oil imports have remained close to record-high levels in July despite the end of the U.S. waiver the previous month.
The U.S. quietly let the waiver allowing the purchase of Russian oil loaded on tankers expire on June 17, just as the U.S. and Iran signed the memorandum of understanding to continue negotiations on a deal.
Yet, Indian imports of Russian crude has continued to flow in July, many of which may have been...
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Apr 10, 2026 / Tyler Durden
FCC Set To "Supercharge" Starlink Space Internet With "Seven-Fold More Capacity"
FCC Set To "Supercharge" Starlink Space Internet With "Seven-Fold More Capacity"
Federal Communications Commission Chairman Brendan Carr wrote on X that the agency will vote late this month on an order aimed at "supercharging" internet access by scrapping outdated power limits on satellite broadband, unlocking faster speeds, greater capacity, and more reliable service.
On April 30, the FCC will vote on "Modernizing Spectrum Sharing for Satellite Broadband," which would "promote efficient spectrum sharing between geostationary and non-geostationary satellite systems" and, in the FCC's own words, would "unlock more than $32 billion...
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