Monthly Archives: March 2022

Betting on more of the same?

Posted on March 29, 2022 by Danielle Park

The CRB commodity price index (39% fossil fuels and 41% agriculture) has leapt 25% since Russia invaded Ukraine on February 24th and is up 38% year-to-date. If that pace of increase were to continue over the balance of 2022, it … Continue reading →

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Nothing destroys inflation like a recession (and bear market)

Posted on March 28, 2022 by Danielle Park

Darius offers an advisory service for traders, so short-term suggestions should be taken within this context.  However, from a medium and longer-term asset management perspective, there are many valuable observations and insights in this segment on where we are in … Continue reading →

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Some more on milk

Posted on March 27, 2022 by Danielle Park

Here is a look at the rise and fall of milk pic.twitter.com/F67NLmh8Aq — Business Insider (@BusinessInsider) March 27, 2022

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