Unlimited Funds
Unlimited FundsUnlimited Funds is a Substack sharing insights in economics and investments.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | unlimitedfunds.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Crude Around Multiyear Lows On Surging Supply and Soft Summer Demand
Over the past few months, Brent Crude prices have moved sideways (other than the brief pop and reversal during the short-lived Iran conflict) with the front-month contract sitting in the mid-$60s per barrel. This period has been defined by ...
Live Cattle: A Bull Market
Over the past three months, live cattle prices have jumped about 7%, with the front-month contract now trading in the mid-230¢ per pound range. The move has been influenced by a squeeze between historically low herd size and continued stron...
Emerging Markets Are Finally Having Their Moment
For the first time in well over a decade, emerging markets have recently outperformed US stocks over the past 5 months. This chart seems to convey the story well.
Aussie Dollars: An Unexpected Journey
Over the last month, the Australian dollar (AUD) has proven to be resilient in the face of what appeared to be a combination of weak expectations and weak global macroeconomic conditions. Instead of softening, Aussie dollars gained 0.26% ve...
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