Lost Einsteins & The Fading American Dream

Nadarajan “Raj” Chetty is an American economist. He has just announced that he will leave Stanford University, and return to the Banks of the Charles River, Boston, and Harvard University. Professor Chetty will add valuable insights into the field of public economics. Professor Raj Chetty, ”Lost Einsteins” a paper written on the inventions and inequality … [Read more…]

The Lows of Corn

    Corn finished trading on Friday higher, with the USDA World Ending Stocks indicating fears over trade tariffs against China by the United States are now fully reflected in the current price of corn. The massive liquidations in positions upon the announcement of tariffs on Chinese good, has stripped any and all weather premium as … [Read more…]

Natural Gas Seasonality

In this post, I’m trying to work through a process of understanding in regards to the seasonality of Natural Gas leading into the month of July. Here are the facts I’ve collected from more established market participants on the matter: Thursday’s inventory report showed an increase of 96 bcf versus the average estimate calling for … [Read more…]

Animated Timeline….

First Donald Trump told flyover America that China was largely to blame for the decline of American manufacturing. (September 26, 2016) Then, flyover America elected Donald Trump. Then, Donald Trump made Peter Navarro trade czar. (December 19, 2016) In January Trump took the first baby steps towards what has since morphed into an all-out trade … [Read more…]