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Got Hard Assets? UBS Says "Position For A Commodity Upcycle" As Global Scarcity Emerges
Got Hard Assets? UBS Says "Position For A Commodity Upcycle" As Global Scarcity Emerges
One day after veteran commodities strategist Jeff Currie told investors to "get long and buckle up" for the next leg of the commodities rally, UBS strategist Sagar Khandelwal issued a similarly bullish call, urging clients to "position for a commodity upcycle."
Khandelwal said electrification, surging power demand, artificial-intelligence infrastructure spending, persistent supply constraints, and years of underinvestment are converging to create a perfect storm for a sustained upcycle in hard assets.
Commodities can generate returns while protecting portfolios...
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Mar 28, 2026 / Jason Ditz
Over 3,500 More US Troops Arrive in Middle East as Iran War Continues to Escalate
While the administration continues to downplay the possibility of boots on the ground in Iran, large numbers of US ground troops continue to conspicuously arrive in the Middle East, with over 3,500 additional troops reported by Central Command (CENTCOM) to have arrived Saturday. A substantial majority of the new arrivals were US Marines aboard the […]
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Apr 10, 2026 / Joshua Mawhorter
A Note on “Currency” in Colonial America
In studying history, it is key to avoid definitional anachronism—failing to note how a word has changed over time and assuming the present meaning was the same in the past. This is often the case with the word currency as used in colonial America.
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Oct 21, 2026 / Tyler Durden
Chemical Plume Blankets Parts Of Toledo, Triggering Evacuation Orders
Chemical Plume Blankets Parts Of Toledo, Triggering Evacuation Orders
If struggling Netflix studios need inspiration for their next post-apocalyptic horror movie, footage of a chemical leak at a tank transport terminal in Toledo, Ohio, could make a frightening opening scene.
Drove through the heart of Toledo during the airborne toxic event. https://t.co/6Etj0XZJxU
— Muscular Baby (@HulkingInfant) October 21, 2026
BREAKING 🚨🚨 #Toledo / #Ohio New video of the Toxic Chemical incident and giant plume of smoke covering much of Toledo tonight. Evacuation zones and shelter in place areas stretching multiple miles from incident...
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