
Steve Hanke
@steve_hanke • 851,128 subscribers
Professor of Applied Economics @JohnsHopkins | Distinguished Senior Scholar @mises | @Fortune | FX & Commodity Trader | Reagan White House | Views are my own
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Commodity market guru Jeff Currie on the tech-energy relationship: "The only 2 industries that matter to the world are tech and energy. You got to turn on the lights, and you got to innovate. So, all we do is rotate between those 2 sectors." IT'S TIME TO ROTATE INTO ENERGY.
Steve Hanke109,269 Aufrufe • vor 19 Tagen

My take on the upcoming oil inventory shortages: "If the Strait of Hormuz remains effectively closed, the US will come close to depleting its inventories of oil by the end of July. When inventories run out, we will face a real shortage, and prices will spike."
Steve Hanke126,932 Aufrufe • vor 25 Tagen

Commodity market guru Jeff Currie on the commodity boom everyone ignores: "Since October 2020, commodities are up 210%... the NASDAQ is only up 125%. Commodities nearly doubled tech's returns. This is not a new story, I just can't get anyone to buy it." WELL I BUY IT.
Steve Hanke88,987 Aufrufe • vor 20 Tagen

Commodity market guru Jeff Currie on the shadow that commodity shortages will cast on the equity markets. "For example, helium doesn't matter to GDP, but when you're out, [you're out]. Where are you going to produce... chips?" TO PRODUCE CHIPS, YOU NEED HELIUM.
Steve Hanke66,966 Aufrufe • vor 17 Tagen