As Gas Spirals, Can Europe Divorce Russia?
Real Vision: Finance & Investing
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What's Really Going on in the World?
i think the commodity story remains absolutely front and central, front and centreo what investors should be paying attention to. And i'm continuously sort of surprised by how em so much of the economic commentary at space fails to kind of account for the very sensitive connection between commodity pricing and commodity availability. Another thing that is worth talking about is just the sort of relative, sort of calmness of the stock market in relative terms. An like where hasn't it sold off more? You can print money till the cows come home, but it's not going to help you acquire those commodities because, all things being relative, everything will re price. Itteads right into the inflation story. I do think
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