Cocoa: a flip-side view
NY Cocoa breached $3,000 today. Down 75% from the (exuberant) December 2024 peak.
The bear case is real and I have been documenting it
Bullish Indian Silver News? Caution Against Overexcitement from the SEBI Mandate and the Silver Rally
In my X post I warned against the sudden wave of euphoria that greeted SEBI’s February 26, 2026 decision to force Indian physical silver
L'arte dell'imboglio (The Art of the Lie)
Sabato mattina, 28 febbraio 2026. Mentre molti americani dormono ancora, Donald Trump appare in un video preregistrato indossando un cappellino bianco con la scritta '
Gli Abbagli del Fondamentalismo e la Terza Guerra del Golfo
Nel caotico panorama geopolitico dei primi mesi del 2026, la crisi dello Stretto di Hormuz mi appare come la dimostrazione più cruda di come il
The Green Church and Nuclear: Ideology, the EU Taxonomy and the Collapse of Common Sense in European Energy Policy
On 10 March 2026, at the IAEA Nuclear Energy Summit in Paris, Ursula von der Leyen delivered her public confession: reducing Europe's nuclear