Good morning, Investors. This past week, I joined my old friends Shad Marquitz and Cory Fleck at the K.E. Report again to — this time — discuss in some greater detail various commodities in the context of President Trump’s real…

Good morning, Investors. This past week, I joined my old friends Shad Marquitz and Cory Fleck at the K.E. Report again to — this time — discuss in some greater detail various commodities in the context of President Trump’s real…
Good morning Investors! You already know that, in several contexts in recent weeks, I’ve been touching on my theme not only for markets in 2025 generally, but for the prospects of Trump 2.0 specifically: “Let’s Do the Math.” When you…
Happy Saturday, Investors! Mercifully, we’ll all be enjoying a weekend FREE of political ads for the first time in, seemingly, forever. Huzzah! We transition now into what hopefully will become a more hopeful and constructive public discourse over the policies…