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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 25, 2026 / Tyler Durden
Russia Launches Largest One-Day Drone Blitz Of Ukraine War
Russia Launches Largest One-Day Drone Blitz Of Ukraine War
At least seven people were killed in Ukraine on Tuesday after Russia launched a truly massive drone attack that's said to be the largest of the four-year war. Counting both drones and cruise missiles, 979 warheads poured into Ukrainian airspace as diplomatic efforts at ending the war remain stalled and the world's attention focused almost entirely on the US-Israeli war on Iran.
Daylight death from above: A Russian Shahed drone above central Lviv (Reuters via New York Times)
Ukrainian officials said it began...
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Aug 24, 2026 / Tyler Durden
"Entering The Endgame": Bessent To Unveil "Economic D-Day" Assault To Isolate Iran
"Entering The Endgame": Bessent To Unveil "Economic D-Day" Assault To Isolate Iran
In the coming hours, the Trump administration is expected to unveil a sweeping campaign to economically isolate Iran and its trading partners, with China likely the primary target. The escalation is designed to force Tehran back to the negotiating table, as its only leverage - the Strait of Hormuz - appears to be quickly eroding. Commercial ships are now transiting the newly opened, US military-supervised shipping corridor off Oman, raising the possibility that Iran has partially lost control...
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Mar 29, 2026 / Dave DeCamp
Yemen’s Houthis Enter War Against Israel
Yemen’s Houthis, officially known as Ansar Allah, have launched at least two attacks on Israel since Saturday as the US-Israeli war against Iran continues to expand across the region. Houthi military spokesman Yahya Saree said in a statement on the first attack that it was launched “in support of the Islamic Republic of Iran and […]
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