Stock/Bond Vs. Inflation
Inflation shifts the stock - bond correlation.
Posts
Low Aluminum Stock
Aluminum is in short supply, this metal could shoot up quickly. Buy Alcoa, Rio Tinto.
Brazil Potash Supply and Demand
Brazil potash demand is rising even while supply has diminished. This is extremely bullish for the potash price. Moreover, supply disruptions aren't as severe as thought. Belarus supply has been disrupted in half, but Russian supply has not changed. Israel has replaced Belarusian supply. This means that the rise in potash price isn't fully attributable to the lack of supply, but needs to be found in the rising food price.
Silver Supply and Demand Outlook
Silver supply is going to rise. Silver demand is going to stay flat. Even in the long run, silver demand is insignificant (compared to copper demand). As copper demand and supply tenfolds, silver waste product supply will rise tremendously and push down silver prices.
Yardeni decreases outlook for S&P500
Yardeni decreases his outlook on the S&P500 from 4800-5700 to 4400-4950. New: Old: