IceFire Capital

05/20/2026

https://www.youtube.com/watch?v=ukK8ayV444Y

Jeff Currie, co-chairman at Abaxx Markets, says demand for artificial intelligence is helping set up the commodities industry for a supercycle lasting a deca...

05/16/2026

https://www.financialsense.com/podcast/21656/craig-tindale-how-china-won-global-supply-chain-war

05/16/2026

https://ca.investing.com/news/economy-news/emerging-markets-hit-record-highs-as-ai-boom-and-oil-exports-offset-war-risks-4605097?utm_medium=feed&utm_source=yahoo&utm_campaign=yahoo-ca

Emerging markets hit record highs as AI boom and oil exports offset war risks

05/13/2026

Unusual Machines $UMAC

05/10/2026

https://www.reuters.com/business/fed-chief-nominee-warsh-set-clear-key-confirmation-hurdle-wednesday-2026-04-29/

Kevin Warsh, U.S. President Donald Trump's pick to ​lead the Federal Reserve, cleared a key procedural hurdle on Wednesday, opening a path for him to succeed Jerome Powell next month amid the White House's ‌unprecedented efforts to exert control over the world's most powerful central bank.

05/07/2026

https://www.visualcapitalist.com/the-worlds-largest-sovereign-wealth-funds/?mc_cid=548f386f0f&mc_eid=931f59c69b

There's over $13 trillion being managed by sovereign wealth funds. A country of just five million people owns the biggest one.

04/22/2026

Financelot

Global energy supply is now down an astounding 60% in the last 60 days!
We've never seen anything like this before.

I don't think people fully grasp the tsunami on its way. We're talking lockdowns, travel restrictions and grounded flights.

Not only that, the fertilizer situation is even worse! Expect food shortages in 3-4 months, Arab Spring 2.0 food riots globally, and introduction of a CBDC for food rationing.

04/16/2026

"This economic damage is there with or without a ceasefire,"

warns that the energy crisis has moved past shipping delays.
Watch the full discussion on The Real Story with

:

Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, interviews James Rickards, New York Times bestselling author and Editor of Strategic Inte...

04/15/2026

Since the start of the Iran war...
Sulfur: +67%
Jet Fuel: +66%
Urea: +51%
Diesel: +50%
Heating Oil: +40%
WTI Crude Oil: +37%
European Natural Gas: +34%
Gasoline: +32%
Fertilizer: +31%
Brent Crude Oil: +31%
Coal: +14%
Palm Oil: +10%
Iron Ore: +7%
Rice: +4%
S&P 500: +1%
$VIX: -8%

04/14/2026

Legendary investor Howard Marks puts it bluntly:

“When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE.”

Today the market sits at a 25x P/E. Add inflation… and your “returns” are negative.

So what’s Marks doing? Buying bonds!

During the 2000–2002 crash:
- Long-term Treasuries: +40–45%
- NASDAQ: –78%

History doesn’t repeat perfectly, but it rhymes.
We might only be in the first inning of the next pullback.