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From Paul Mylchreest of Monument Securities Coffee was up another 12% yesterday! After introducing myself to ADM’s Sugar trading team, I thought I’d better introduce myself to our Coffee team pronto, who were equally friendly I have to say. Feedback  - besides the dry weather in ...

Story - Tyler Durden - 02/20/2014 - 21:24 - 133 comments - 0 attachments

Submitted by Paul Mylchreest of Monument Securities The New New Great Game: Geography, Energy, The Dollar and Gold ( pdf link ) Sir Halford Mackinder’s 1904 speach in which ... “gold trail”." Paul Mylchreest's commentary has always been informative, and thanks to ZH for this ...

Story - Tyler Durden - 12/28/2013 - 21:08 - 159 comments - 0 attachments

Via Paul Mylchreest's Thunder Road Report, It’s ironic, or it seems that way to us, that ...

Story - Tyler Durden - 08/25/2013 - 14:03 - 36 comments - 0 attachments

Authored by Paul Mylchreest's Thunder Road Report from Monument Securities, Excessive monetary stimulus and low interest rates create financial bubbles. This is the biggest debt bubble in history. It is a potent deflationary force and central banks are forced into deploying increasingly ...

Story - Tyler Durden - 07/27/2013 - 16:48 - 243 comments - 0 attachments

From Paul Mylchreest of Monument Securities We are approaching a critical point (again) in the “battle royal” between the forces of inflation and deflation. Deflationary forces are threatening to overwhelm the reflationary push-back of the world’s central banks - although this is not ...

Story - Tyler Durden - 05/23/2013 - 19:41 - 34 comments - 0 attachments

Via Paul Mylchreest of Seymour Pierce , Is Gold a Giffen good? We are at a critical point for gold and the gold equities. With regard to the latter, the long running underperformance versus bullion may be over for the time being with the recent double bottom in the chart of the ...

Story - Tyler Durden - 10/13/2012 - 10:43 - 96 comments - 0 attachments