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71. Oil Consumption in the Non-OECD
Divergent oil consumption patterns among developed and developing nations, with a notable surge in demand from non-OECD countries, suggest a probable continuation of global oil demand growth.
September 7, 2023
70. Commodity Inflation
August 10, 2023
69. IT Domination Marks a New Phase
June 30, 2023
68. Bitcoin, Price Volatility, and Your Portfolio
June 22, 2023
67. Oil's Pattern of Drawdowns
June 7, 2023
66. Navigating Structural Inflation: Central Banks at a Crossroads
Despite moderating headline CPI growth, central banks face a conundrum as any policy path they choose could result in entrenched structural inflation.
May 12, 2023
65. Meeting the Mineral Demand for Electric Vehicles
April 24, 2023
64. Meeting the Mineral Demand for Electric Vehicles
March 20, 2023
63. Impending Rate Shifts: Maturing Federal Debt
February 21, 2023
62. Staggering Numbers: Projected Federal Interest Expense
February 16, 2023
61. Debased Denarius and the Devaluated Dollar
January 3, 2023
60. Prevailing Burdens Despite Decreasing CPI
December 18, 2022
59. A Profound Impact on non-OECD Countries
December 12, 2022
58. The Agriculture Industry is Facing Severe Shortages
December 1, 2022
57. $92 Trillion Disappears in Global Markets
November 28, 2022
56. The Impact of Higher Coupon Paper
October 18, 2022
55. Unraveling Inflation: China, Russia, and Emerging Markets
September 29, 2022
54. Bitcoin Issuance Declines, US Money Supply Expands
September 15, 2022
53. Largest Labor Productivity Drawdown Since 1974
September 7, 2022
51. Food Supply Threatened by High Input Prices
August 11, 2022
50. Mining Economics and the Price of Bitcoin
August 4, 2022
49. Horizon Kinetics' Semi-Annual Commentary
July 28, 2022
48. Bottlenecks in the Shipping Industry
July 26, 2022
46. Industrial Metal CapEx Lags Previous Highs
July 21, 2022
43. Higher Energy Prices Drive Higher Food Prices
June 15, 2022
41. Commodity Inflation (Update)
June 2, 2022
40. 1970s Inflation vs Today
May 27, 2022
39. 1Oil Sanctions Show Crude Isn't Interchangeable
May 24, 2022
38. Why are Diesel Prices Getting so High?
May 18, 2022
35. Offshoring's Disinflationary Aid Ends for US
May 6, 2022
34. Are Markets a Buy Yet?
May 4, 2022
33. Capex Down 57% As GDP Rises 34%
April 29, 2022
32. Pre-GFC Margins May Return with Cost Surge
April 22, 2022
31. From PPI to CPI
April 19, 2022
30. Cushing Inventories at Staggeringly Low Numbers
April 14, 2022