Correlation Economics Backup

With oil trader positioning at lows, this is the time to get back into oil. 

Lula is going to reform agriculture . I believe this is bullish Verde Agritech : Interest reductions for farmers using biofertilizers  Convert degraded pastures into farmland  Lower diesel prices Ban Amazon potash Higher food prices

This is why natural gas will go much higher. Shale gas production is flatlining due to high decline rates.  We have a history to look at. Gas prices should rise, including AECO gas. Oil wells have been becoming gassier. As oil demand drops, oil supply will need to be cut with it and that will have a significant impact on natural gas supply dropping. Gas production will not rise that fast anymore. Live gas production can be followed here  and here : The U.S. will need to import Canadian natural gas .

Where will Brazil's farmers get their potash now? Hint: Verde Agritech.

The Citigroup Surprise Index predicts bond yields.  

Here is the list of Chinese companies that face delisting next year. https://www.sec.gov/hfcaa Due to delisting risk, many Chinese companies crashed. We see huge arbitrage in the U.S. listed shares, for example Daqo is trading at pe of 2 in the U.S., but at pe of 7 in Shanghai.

This is why we invest in low P/E stocks for our portfolio. 

Dow will bottom January 1 2023.  Gold will keep crashing.

When goods spending falls, the unemployment rate rises.

Since Russia transports a lot of fertilizer, grain, energy via rail, this is going to impact production and increase prices. 

Here is my collection of bottom charts. 

Insiders are buying again, the bottom is in.

In recessions, CEO's tend to make their numbers look really bad . 

Oil is about to move much higher.

Commodities are going into a massive bull market.  

Net liquidity is now controlling the stock market via the following formula:  Net liquidity = Fed Assets - Treasury General Account - Reverse Repo

Gas flows have been reduced due to Russian supply cuts. Europe has not been able to increase gas flows from other sources.  Russian gas exports won't recover. LNG is expected to stay above $30/mcf until 2025. Because the demand in EU + UK is so high that LNG imports are maxed out . Asia's LNG demand is expected to recover in 2023.