Crypto has fallen by about two thirds and the debate is heating up.
Energy remains the big driver of inflation. One analysis assesses the current tensions suggesting oil will stabilise but gas is highly unpredictable.
There is a clash between the 'real' world of commodities and tangible goods, and the 'unreal' world of cross border finance. Is another financial crisis looming?
Cryptocurrencies have taken off because they are supposed to be a solution to the problem of money being created by government fiat. Is that really so?
With crypto there are many known unknowns and unknown unknowns.
What happens in the global capital markets shapes everything. But no-one understands them.
It could dramatically increase inflation and lead to dengerous instability in a fragile financial system.
First it was Canada trying to defund crypto. Now there are calls to freeze Russia out of crypto activity.
Cars are going to be electric and this creates investment opportunities with the companies that produce the essential minerals.
BHP and Rio should always get some investor attention.
Surging inflation is traditionally good for producers of the yellow stuff.
Uranium is likely to come back into fashion with the development of small nuclear reactors, but where are the investment options?