Ulti

https://podcasts.apple.com/us/podcast/alex-gurevich-on-global-macro-investing-strategies/id730188152?i=1000559873335 Seems like the global macro boys\ both Druck and Alex above ( who thinks ahead 12-24 months)agree with you.

https://www.bloomberg.com/graphics/2022-manhattan-real-estate-moving-data/

http://www.gasprocessingnews.com/news/freeport-lng-fire-cuts-key-source-of-us-gas-supply-to-europe,-asia.aspx

https://oilprice.com/Energy/Energy-General/What-Is-Fueling-The-Surge-In-Gasoline-Prices.html

Its unfortunate that there has been so much bickering on both sides of the political isle ...#$%^ them all.....infrastructure, power grid and some rational thought on energy upgrades(pipelines) would have been much better done with cheap money over that past few years...At least Berkshire has been doing this... And get rid of this esg shit\ carbon tax so autocrats don't get the $$ is the way to go. https://www.thebalance.com/carbon-tax-definition-how-it-works-4158043 however ,how do you penalize bad actors who violate to carbon tax rules?

https://oilprice.com/Latest-Energy-News/World-News/Environmentalists-Challenge-EU-Backed-Projects.html

Oil is absolutely certain to become incredibly short in supply and very high priced. The imported oil is not your enemy, it's your friend. Every barrel that you use up that comes from somebody else is a barrel of your precious oil which you're going to need to feed your people and maintain your civilization. And what responsible people do with a Confucian ethos is suffer now to benefit themselves and their families and their countrymen later. The way to do that is to go very slow in producing domestic oil and not mind at all if we pay prices that look ruinous for foreign oil. It's going to get way worse later ... The oil in the ground that you're not producing is a national treasure ... It's not at all clear that there's any substitute [for hydrocarbons]. When the hydrocarbons are gone, I don't think the chemists are going to be able to just mix up a vat and create more hydrocarbons. It's conceivable that they could, I suppose, but it's not the way to bet. We should spend no attention to these silly economists and these silly politicians that tell us to become energy independent. Charlie Munger over a decade ago

https://www.currentargus.com/story/news/2022/06/04/nm-oil-and-gas-leases-could-reversed-after-court-ruling/7487820001/

https://modernfarmer.com/2022/06/global-wheat-supply/

Morning LM, a few things; Currie comes across to me as very well informed( and rehearsed ) and doesn't seem to be selling anything... he recommends the BCOM( which covers energy,ag ,metals etc.) when asked for an investment recommendation in the commodity space and talks about how he wants to own the commodity without owning the company (paraphrasing). He also rec. a heavier weighted energy\ commodity fund for those who wish more energy exposure. He does an excellent job explaining the current supercycle as he sees it, contrasting it with past history and gives his opinion on what it will take to solve complex issues. Whether I'm listening to interview with Phil Hodge pine cliff energy\Shubham Garg\Greg Jenson Bridgewater\ Javier Bias from Bloomberg\ Pierre Andurand\or Jeff Currie( and there are many more) or I'm reading this board...everyone is talking their book. I'm just a woefully ignorant investor trying to adopt your name with my reading (haha). All the post here as well as the podcast that I posted have helped this novice investor stay the course in investing in risky area of commodities.

https://podcasts.apple.com/us/podcast/what-this-money-manager-learned-traveling-in-covid/id1460047965?i=1000565092461 some fluff but interesting about the Covid shutdown and gov emphasis on local manufacturing/ also driven by the young

https://podcasts.apple.com/us/podcast/jeff-currie-on-the-volatility-trap-keeping-commodity/id1056200096?i=1000557582351 still the best explaination of what’s going on in the commodities market..” long term contracts solve shortages”. This is already starting to happen in Nattie…. And the long term contracts all producers to invest

https://www.oaktreecapital.com/insights/memo/bull-market-rhymes

https://www.yahoo.com/finance/news/energy-chief-says-canada-could-133922364.html

https://finance.yahoo.com/news/china-premier-gives-dire-growth-100938085.html Hopefully Xi has got enough on his plate but who knows

Sounds like Russian energy and Europe

https://podcasts.apple.com/us/podcast/bridgewaters-greg-jensen-on-why-markets-have-further/id1056200096?i=1000563249055 Dalio's CoCIO..... Markets are still pricing in a soft landing.

https://ourfiniteworld.com/ Seems like an excellent blog on all things energy related. Just starting to rread.

https://mishtalk.com/economics/the-fed-lied-it-could-never-meet-its-qt-targets-as-announced

Maybe Soros in his hey day ? or how about Chase Coleman now ...haha Guervich has been doing macro for awhile and has an interesting contrarian viewpoint. Only time will tell his call is correct. https://jackschwager.com/ There are probably several successful macro traders mentioned in his books. Been years since I've read any.

I guess you would have to check out his record... looks like he did very well march 2020 and has a book out that points out each trade he did.

https://ritholtz.com/2022/05/transcript-alex-guervich/ This guy is a top notch global macro trader…. About an hour into the interview// down always in the transcript… he gives his assessment on what’s going on ….. interview was done in March this year

https://podcasts.apple.com/us/podcast/javier-blas-explains-how-commodity-trading-shops-really/id1056200096?i=1000559307878 by the same author