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What's really moving these markets

The commodity trade is far from over

The perfect time to buy commodities… Coal investors stand to make a ton of money… And why rising oil prices give the Fed wiggle room… Plus, why Biden’s sanctions actually help Russia… And why SPACs are terrible for investors.

After 12 years… numbers finally matter

Earnings are in for Netflix, UPS, and ExxonMobil… How “green energy” will push oil higher… Is Spotify a buy amid Joe Rogan’s COVID drama? … And why Meta’s move to end its stablecoin is great for one crypto banker.