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'On the Ground' Research Part 1: Amarillo Ags

In Part 1 of our 'On the Ground' Research series - we embark on a journey to the High Plains for first-hand accounts of the on the ground situation in the wheat, corn, and fertilizer spaces...
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Weekly Macro Note: Notes from Amarillo, Another 'No Deal' Sunday, a Crude Update
In this brief Weekly Macro Note - we discuss our recent 'On the Ground' developments from the High Plains, talk about another 'No Deal' Sunday, and…
 • MacroEdge
War Note: Operation Freedom Suspended, Energy Equities and Earnings, Frac Spreads, and More
In this 'War Note' we discuss the abrupt suspension of Operation Freedom, highlight the potential for conflict flare ups, discuss energy equities and…
 • MacroEdge
Weekly Macro Note: Global 'Crash Up' Index Update, Technicals Overview, Finding Opportunities in Inflation, Portfolio Strategy Update …
In this Weekly Macro Note - we dive into the latest 'crash up' index updates - discussing Korea, Spain, Canada, Japan, and US indices and their…
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Saturday Macro Note: Inflationary Pressures Continue to Mount, Spirit Airlines Failure, Energy Portfolio Strategy Update
In this Saturday Macro note we discuss mounting inflationary pressures - from food to fuel prices, talk about the Spirit Airlines failure, and provide…
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Midweek Macro Note: 'On the Ground' for Ag Part 1, FOMC Recap, Airline Bailouts?, Portfolio Strategy Update and Commentary
In this Midweek Macro Note - we kickoff our 'On the Ground' series for Ag (Part 1) with a brief discussion, highlight the airline industry begging for…
 • MacroEdge
War Note: FOMC Preview, Latest War Updates & Shortage Watch, Agriculture Data Preview
In this War Note we discuss the FOMC Preview and whether or not the Fed will hike this year, highlight the latest war updates, discuss shortages, ag…
 • MacroEdge
Weekly Macro Note: Nominal 'Crash Up' Continues, Physical Shortage Countdown, A Refreshed Look at Data Centers, Portfolio Strategy and…
In this Weekly Macro Note we discuss the nominal crash up in assets continuing, a countdown to physical shortages as inventories of critical commodities…
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