by Anne Bannerman | May 12, 2026
Well then… just as we discussed back in early April, cocoa has done exactly what it said on the tin. It’s now pushed up to 4,800 per tonne – a tidy 60% rally in a little over a month. Not bad for something most people wouldn’t recognise unless it came wrapped in foil....
by Anne Bannerman | May 6, 2026
Markets have spent the past week doing what they do best – telling you everything’s fine while quietly shifting the furniture when you’re not looking. And if you’ve been around the block a few times, you’ll know that’s usually when you want to start paying attention....
by Anne Bannerman | May 4, 2026
Four weeks ago, while bombs were flying and the markets were losing their minds, with everyone frantically trying to outguess Trump and the IRGC, I told readers to ignore the noise and look at commodities instead. They were vastly less susceptible to the idiotic...
by Anne Bannerman | Apr 30, 2026
If you’re buying the current market story without asking questions, you’re braver than I am – and I’ve been around long enough to have the scars to prove it. The S&P 500 and NASDAQ are still behaving like nothing bad ever happens. Tech is doing the heavy lifting...
by Anne Bannerman | Apr 22, 2026
Right… I know it’s our job to analyse markets and make informed investment decisions with a sensible risk–reward profile. That’s the game. But anyone who thinks they can outguess what the Islamic Revolutionary Guard Corps will do, or what Donald Trump might come out...
