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Scarcity Warnings In Physical World Send Commodities To 14-Year High, Threatening Stock Rally
Scarcity Warnings In Physical World Send Commodities To 14-Year High, Threatening Stock Rally
Readers are familiar by now with the broad-based commodity rally, with energy, agricultural products and metals moving sharply higher as former Goldman Sachs commodities head Jeff Currie warned this summer of growing scarcity in the physical economy.
The Bloomberg Commodity Index has climbed to levels last seen in 2012...
... while the Quantix Commodity Index has hit a new record high.
Bloomberg macro strategist Simon White is out with a new note this morning warning that the commodity rally...
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Aug 30, 2026 / Jason Ditz
Amid Tensions With Syrian Government, Druze Leader Says His Community Is ‘Part of Israel’
Syria’s Druze community, centered around the southern Suwayda Governorate, is undergoing substantial unrest lately, with Sheikh al-Aql Hikmat al-Hijri, one of the religious minority’s top three spiritual leaders, declaring the Druze community to be an “integral part of the State of Israel.” Israel has its own relatively small Druze minority, chiefly in the occupied Golan […]
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Apr 25, 2026 / Tyler Durden
Trump's SWIFT Hint And The Decline Of The Euro
Trump's SWIFT Hint And The Decline Of The Euro
Submitted by Thomas Kolbe
In a post on Truth Social, US President Donald Trump indicates the imminent return of Russia to the SWIFT payment system. It would mark the end of sanctions against Russia. But the Prussians are not shooting that fast anymore.
Currency policy is geopolitics. This is especially true as soon as the US dollar is involved. And that is almost everywhere and at any time on the globe, no matter how often European and Chinese media sound the death knell...
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Jul 2, 2026 / Tyler Durden
The Collapse Of Schengen... Over 1 Million Illegal Migrants Apply For Spanish Citizenship
The Collapse Of Schengen... Over 1 Million Illegal Migrants Apply For Spanish Citizenship
Via Remix News
When the socialist-communist government of Pedro Sánchez first announced he was going to begin the mass legalization of migrants in his country, his government claimed this would amount to 500,000 people. Now, twice as many people are being legalized than first claimed, and importantly for the rest of Europe, those migrants now have the right to freely move through the Schengen zone.
Due to his mass amnesty, The New York Times has now labeled Spain a...
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