Tight ULSD Supplies
Record US Petroleum Product Exports
Commodity Currencies Ready for Next Leg
Copper Vulnerable Near Term, but the Trend is Up!
Lowest Jobless Claims in 50 Years
The Bull is Back in Natural Gas
Corn – Strong Demand, Less Fertilizer
Commodity Exports from Ukraine and Russia
Ukraine/Russia Conflict Could Boost Corn and Wheat Planted Acreage
Equities – Worst Case Factored In?
Silver To Join The Community Inflation Party
Is the Chip Shortage Almost Over?
Coffee Heading Higher?
Ukraine and Grain
Bullish on Treasuries and Equities
Record Imports a Positive Sign for US Economy
Winter Natural Gas Tightening Still Possible
An Overreaction in Natural Gas
Certainly, the mild temperatures throughout most of December, increased production in the US, a slight narrowing of the US storage deficit to the five-year average, and the potential for expanded Russian gas exports into Eastern Europe have justified the liquidation in the natural gas futures.