Jacob Shapiro

Global Macro Adviser - The Strategic Funds Jacob L. Shapiro is a geopolitical analyst with over 10 years of experience providing clients with the context, foresight, and extensive analysis they need to solve for the unknown and enhance their understanding of global and regional affairs. He is the founder and chief strategist of Perch Perspectives, a human-centric business and political consulting firm that applies geopolitical expertise to business strategy for Fortune 500 companies and governments. Formerly, he was the director of analysis at Geopolitical Futures and a Middle East analyst at the global intelligence firm Stratfor. A loyal student of history and geography, Jacob wields both in order to empower his clients to make accurate, informed decisions and gain a more holistic view of the events and issues that impact them. Jacob always maintains a distinctly global focus in his work, but he also has extensive experience tackling problems in supply chain, agriculture, technology, and energy markets.

Corn Prices Will Remain High

While wheat prices have garnered significant attention since the Russian invasion of Ukraine, corn has arguably been the agricultural commodity most affected by the war. In 2021, Ukraine was the third-largest corn exporter in the world, accounting for 11.4 percent of global exports.

Is Mining the Next Shale?

Before there were Saudis – there were Texans. In 1948, U.S. oil production and reserves accounted for 64 percent and 34 percent of the global total. Texas was the largest U.S. producer by far, accounting for 45 percent of total U.S. production.

Let’s Talk About Gold

Gold will always have a seat at that table, not because it is a commodity, but because it has an indefinable characteristic that has made humans value it for millennia – and hopefully for millennia more to come.

The Future of Platinum-Group Elements after Russia’s War in Ukraine

It is common knowledge that Russia is a major exporter of oil and natural gas. Just the fear of disruption of Russian energy exports has sent oil and natural gas markets into a tizzy. Russia, however, is not just a Slavic Saudi Arabia.

The Cotton is High – Literally

The last time cotton prices were this high was 2011 – when futures breached a previously unthinkable $2 a pound. That is the highest cotton prices have ever gone on record – even above the price that cotton reached during the American Civil War. But just because cotton isn't setting records doesn't make its sudden and unexpected price surge unremarkable.

Get Ready for Coal in Your Stocking This Year

One of our fundamental theses for the decade ahead is that the world is at the outset of a massive energy transition away from fossil fuels in favor of renewables. That is the reason we focus on commodities like copper and nickel, both of which are widely used metals for which demand will increase due to their import to renewable energy technologies.

Get Ready for Coal in Your Stocking This Year

One of our fundamental theses for the decade ahead is that the world is at the outset of a massive energy transition away from fossil fuels in favor of renewables. That is the reason we focus on commodities like copper and nickel, both of which are widely used metals for which demand will increase due to their import to renewable energy technologies.

Why Iron Ore Prices Mean More Than You Think

If you were a commodities-focused investor and had success over the last decade, iron probably had something to do with your performance. Indeed, according to this chart from S&P Global Platts below, iron ore futures "drastically" outperformed most other metals and mining equities since 2015.

Stay in touch:

255,324FansLike
128,657FollowersFollow
97,058SubscribersSubscribe

Newsletter

Don't miss

How Strong or Weak is the Consumer Halfway Through 2024?

Mean reversion is one of the most powerful and predictable phenomena inside markets.

Trading Zone: Hit the Brakes, Transports flash major Warning signal

Watch Joe Tigay and Brian Stutland, co- portfolio managers...

Market Matters: Eye-Opening Inflation & Looking at Volatility

Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the latest inflation expectations, volatility, Nvidia, and much more in the latest edition of Market Matters. 

The Largest Wealth Transfer in History Has Begun – Brands Benefit Most

The opportunity in front of investors is unlike anything we have ever seen because the size of the current wealth transfer is unprecedented in world history.

A Showery Spring: April 2024 HANDLS Monthly Report

While March signaled gains, April proved challenging, culminating in widespread losses.
spot_img