3-Circle Investments by The Bear Traps Report

3-Circle Investments by The Bear Traps Report

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3-Circle Investments by The Bear Traps Report
3-Circle Investments by The Bear Traps Report
Energy is the New Monetary Policy
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Energy is the New Monetary Policy

A country's cost of capital and FX value is driving by its proximity to upstream resources thanks to Putin. Out with the central bankers, in with the commodity analysts.

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Craig Shapiro
Aug 24, 2022
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3-Circle Investments by The Bear Traps Report
3-Circle Investments by The Bear Traps Report
Energy is the New Monetary Policy
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We are seeing a transition from the power of central banks to the power of commodity resource access (particularly energy and food) as the main driver of a country's cost of capital and the value of …

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