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Dear Subscribers,

First, I want to thank you for your kind messages following my "graceful" encounter with Swiss ice. I'm pleased to report that my rehabilitation is progressing gradually here in Bad Ragaz.

My vision for The Commodity Compass has been to build a sustainable, high-quality community where we can engage in thoughtful analysis and conversations for years to come. With this long-term commitment in mind, I've decided to freeze paid subscriptions until the end of February. Existing paid subscribers won't be charged during this period, and we'll temporarily pause new paid subscriptions.

The forced pause of our regular publishing routine has, if nothing else, given me ample time to reflect on global markets and compile mental notes for future deep dives. I expect to be back publishing in the second half of February. Until then, expect short briefings through Substack’s chat.

Thank you for being part of this journey and stay safe out there.

Warm regards,

Alexander