Good morning, esteemed readers!
A quick update. This week’s content will look a bit different than normal.
I’m excited to join forces with two great writers and market wizards, Eliant Capital and Le Shrub, to discuss an industry that I hope you will find quite interesting. If you don’t already follow them, I highly recommend you check them out here on Substack—
and — and on X at @eliant_capital and @agnostoxxx.I won’t spoil the surprise, but we will make the case for a comeback in critical commodities. This project is still in the kitchen, but keep an eye out for it in the coming days — it will arrive in your inbox as usual.
We will be return to our regular schedule for next Friday!