Summary
A big welcome to our new readers. Thank you for your interest and support
Keeping it brief this week as (i) I suspect I already used enough of your time budget on the Market Huddle and (ii) I am on holiday and keen to get back to the beach!
The 🐿️ is not a fan of horror and suspense movies. Clearly that ominous sense that something bad is about to happen delivers the wrong kind of dopamine hit to rodents. We have something suspense-movie-esque going on with markets at the moment.
This publication does not do “Doom Porn”. However, peering between our fingers from behind the metaphorical couch, we see plenty of reasons for caution.
The new Acorn on Occidental Petroleum (OXY) has started well. We think things are about to really kick off in Ag commodities.
Postcard from Samui
First up, a massive warm welcome to our new readers. It really is an honor that you have decided to allow me into your already crowded inboxes. I recognize that everyone is time ‘poor’ in this day and age …