Mongolia is on course to be the world’s best stock market this quarter, as the landlocked North Asian country rides a commodity boom that insulates it from the volatile AI trade
Commodity Boom Pushes Mongolian Stocks to World-Beating Quarter
Mongolia is on course to be the world’s best stock market this quarter, as the landlocked North Asian country rides a commodity boom that insulates it from the volatile AI trade.
bloom.bg
September 30, 2026 at 9:45 AM
Mongolia is on course to be the world’s best stock market this quarter, as the landlocked North Asian country rides a commodity boom that insulates it from the volatile AI trade
Obviously it doesn't matter what I think. But I still struggle to see the crying need for a new form of money that doesn't function like money and actually functions like a boom and bust commodity.
March 25, 2025 at 2:02 AM
Obviously it doesn't matter what I think. But I still struggle to see the crying need for a new form of money that doesn't function like money and actually functions like a boom and bust commodity.
It's the fear of goods vanishing as much as absolute reality that often moves these things along - the shale boom grew out of Peak Oil and the 2000s commodity boom, just as the oil boom grew out of Peak Coal and the coal boom grew out of Peak Wood.
September 30, 2026 at 3:49 PM
It's the fear of goods vanishing as much as absolute reality that often moves these things along - the shale boom grew out of Peak Oil and the 2000s commodity boom, just as the oil boom grew out of Peak Coal and the coal boom grew out of Peak Wood.
oh now all of the sudden even the capitalists are like "idk maybe we should plan production and commodity allocation outside of boom and bust cycles of supply and demand"
we have a way of handling this comrades it's called a five year plan
we have a way of handling this comrades it's called a five year plan
“.. ‘many system vendors will go bankrupt or exit product lines due to a lack of memory. Mobile phone production will be reduced by 200-250 million units, and PC and TV production will be significantly reduced.’ Yikes.”
@pcgamer.com #DRAM
www.pcgamer.com/hardware/mem...
@pcgamer.com #DRAM
www.pcgamer.com/hardware/mem...
February 17, 2026 at 9:44 PM
oh now all of the sudden even the capitalists are like "idk maybe we should plan production and commodity allocation outside of boom and bust cycles of supply and demand"
we have a way of handling this comrades it's called a five year plan
we have a way of handling this comrades it's called a five year plan
My mental model of this is the railways boom. One of the defining technology booms but all the gains went to people using the railways and not the railway companies. AI has all the hall marks of being a commodity with low pricing power,
January 29, 2026 at 9:09 AM
My mental model of this is the railways boom. One of the defining technology booms but all the gains went to people using the railways and not the railway companies. AI has all the hall marks of being a commodity with low pricing power,
#Hackers hijack AI accounts and servers to fuel new cyber crime boom - Illicit access to AI models and computing power is fast becoming the hottest commodity in the #cybercriminal underworld where à growing economy associated with access to AI is acting www.ft.com/content/3f40... via @FT
Hackers hijack AI accounts and servers to fuel new cyber crime boom
Security researchers warn of surge in ‘LLM-jacking’ attacks targeting companies’ costly AI resources
www.ft.com
September 27, 2026 at 6:12 AM
#Hackers hijack AI accounts and servers to fuel new cyber crime boom - Illicit access to AI models and computing power is fast becoming the hottest commodity in the #cybercriminal underworld where à growing economy associated with access to AI is acting www.ft.com/content/3f40... via @FT
Not everything sucks! If you need power today, you build solar. Cheap Chinese solar panels should just be embraced. Because they’re a product, not a commodity no real dependencies are created.
on.ft.com/3VOGbOA
on.ft.com/3VOGbOA
Solar shines in the rush for power in Africa’s largest petrostate
Nigeria has become a major importer of Chinese panels as buying on the continent begins to boom
on.ft.com
October 4, 2025 at 11:24 AM
Not everything sucks! If you need power today, you build solar. Cheap Chinese solar panels should just be embraced. Because they’re a product, not a commodity no real dependencies are created.
on.ft.com/3VOGbOA
on.ft.com/3VOGbOA
Stickers are arguably the hottest commodity in Japan right now. And they’re not just for children — adults are splurging in bulk.
Why stickers are the hottest commodity in Japan right now
The reemergence of the sticker boom may be more than just a fad.
ebx.sh
December 28, 2025 at 5:05 AM
Stickers are arguably the hottest commodity in Japan right now. And they’re not just for children — adults are splurging in bulk.
Honestly if the YouTube inspired guitar pedal speculator boom is coming to an end, that's wonderful.
Just because a pedal is rare doesn't mean it should become a fucking commodity. I appreciate players and even collectors, but fuck speculators.
Just because a pedal is rare doesn't mean it should become a fucking commodity. I appreciate players and even collectors, but fuck speculators.
October 11, 2025 at 7:23 PM
Honestly if the YouTube inspired guitar pedal speculator boom is coming to an end, that's wonderful.
Just because a pedal is rare doesn't mean it should become a fucking commodity. I appreciate players and even collectors, but fuck speculators.
Just because a pedal is rare doesn't mean it should become a fucking commodity. I appreciate players and even collectors, but fuck speculators.
Just as oil futures and spectrum auctions unlocked waves of investment, turning compute into a tradable commodity will be needed to fuel the AI boom.
The AI Boom Needs a Market for Compute
Just as oil futures and spectrum auctions unlocked waves of investment, turning compute into a tradable commodity will be needed to fuel AI’s next stage.
bloom.bg
September 28, 2025 at 10:30 PM
Just as oil futures and spectrum auctions unlocked waves of investment, turning compute into a tradable commodity will be needed to fuel the AI boom.
Tobacco, sugar (rum), coffee, tea, spices — this was the original drug economy and drove development of the Western Hemisphere. Columbus started a drug commodity boom that lasted for centuries, made Europeans and colonizers unimaginably wealthy, and launched the transatlantic slave trade.
October 13, 2025 at 1:42 PM
Tobacco, sugar (rum), coffee, tea, spices — this was the original drug economy and drove development of the Western Hemisphere. Columbus started a drug commodity boom that lasted for centuries, made Europeans and colonizers unimaginably wealthy, and launched the transatlantic slave trade.
What lessons should African countries learn from the last commodity boom? And how should they prepare for the next one?
open.substack.com/pub/kenopalo...
open.substack.com/pub/kenopalo...
How African policymakers should prepare for the coming commodity boom
Projections point to elevated commodity prices in important sectors. Here's how African policymakers can avoid mistakes of the past.
open.substack.com
February 17, 2026 at 8:22 AM
What lessons should African countries learn from the last commodity boom? And how should they prepare for the next one?
open.substack.com/pub/kenopalo...
open.substack.com/pub/kenopalo...
‘Rather than signaling the end of a commodity boom, the data suggest the opposite. The commodity bull market may not yet have truly begun.’ www.gorozen.com/commentaries...
March 16, 2026 at 10:42 PM
‘Rather than signaling the end of a commodity boom, the data suggest the opposite. The commodity bull market may not yet have truly begun.’ www.gorozen.com/commentaries...
Lula is actually the paradigmatic example of this - in his first term he oversaw a rapidly growing economy driven by huge credit growth and a nice side of global commodity boom. The second time around hasn’t been as strong but Brazil hasn’t exactly fallen apart to say the least.
December 5, 2025 at 9:38 PM
Lula is actually the paradigmatic example of this - in his first term he oversaw a rapidly growing economy driven by huge credit growth and a nice side of global commodity boom. The second time around hasn’t been as strong but Brazil hasn’t exactly fallen apart to say the least.
Brazil soy glut threatens global prices
Brazilian growers brace for potential oversupply as 2026 harvest projections hit record highs, threatening to destabilize international commodity markets.
www.farmprogress.com/marketing/br...
Brazilian growers brace for potential oversupply as 2026 harvest projections hit record highs, threatening to destabilize international commodity markets.
www.farmprogress.com/marketing/br...
Brazil soy boom may crash global grain markets
Record Brazilian soybean output threatens to flood markets and drive down prices as trade tensions reshape global flows.
www.farmprogress.com
December 14, 2025 at 7:51 PM
Brazil soy glut threatens global prices
Brazilian growers brace for potential oversupply as 2026 harvest projections hit record highs, threatening to destabilize international commodity markets.
www.farmprogress.com/marketing/br...
Brazilian growers brace for potential oversupply as 2026 harvest projections hit record highs, threatening to destabilize international commodity markets.
www.farmprogress.com/marketing/br...
Latin America's commodity boom and the lost opportunity #UPI
www.upi.com
Latin America's commodity boom and the lost opportunity - UPI.com
twp.ai
July 30, 2026 at 9:10 AM
Latin America's commodity boom and the lost opportunity #UPI
This improvement corresponds with the commodity boom of 2000–2011, when rising raw material prices, driven largely by demand in China, caused a surge in incomes for primary commodity exporters and enabled them to resist the more aggressive elements of the Washington Consensus.
August 3, 2026 at 9:45 AM
This improvement corresponds with the commodity boom of 2000–2011, when rising raw material prices, driven largely by demand in China, caused a surge in incomes for primary commodity exporters and enabled them to resist the more aggressive elements of the Washington Consensus.
Stickers are arguably the hottest commodity in Japan right now. And they’re not just for children — adults are splurging in bulk.
Why stickers are the hottest commodity in Japan right now
The reemergence of the sticker boom may be more than just a fad.
ebx.sh
December 29, 2025 at 3:00 AM
Stickers are arguably the hottest commodity in Japan right now. And they’re not just for children — adults are splurging in bulk.
14/ Oil has only once before reached $130 per barrel – during a brief spike in July 2008, when it rose to $147.27 during a commodity boom, before collapsing to only $32 when the global financial crisis hit. US gas prices likewise rose briefly to an average of $4.11 per gallon.
April 22, 2026 at 9:50 PM
14/ Oil has only once before reached $130 per barrel – during a brief spike in July 2008, when it rose to $147.27 during a commodity boom, before collapsing to only $32 when the global financial crisis hit. US gas prices likewise rose briefly to an average of $4.11 per gallon.
Just as oil futures and spectrum auctions unlocked waves of investment, turning compute into a tradable commodity will be needed to fuel the AI boom.
The AI Boom Needs a Market for Compute
Just as oil futures and spectrum auctions unlocked waves of investment, turning compute into a tradable commodity will be needed to fuel AI’s next stage.
bloom.bg
September 26, 2025 at 10:00 PM
Just as oil futures and spectrum auctions unlocked waves of investment, turning compute into a tradable commodity will be needed to fuel the AI boom.
Why stickers are the hottest commodity in Japan right now
Why stickers are the hottest commodity in Japan right now
The reemergence of the sticker boom may be more than just a fad.
www.japantimes.co.jp
December 29, 2025 at 2:53 AM
Why stickers are the hottest commodity in Japan right now
[BLOOMBERG] Commodity Boom Pushes Mongolian Stocks to World-Beating Quarter
September 30, 2026 at 12:15 AM
[BLOOMBERG] Commodity Boom Pushes Mongolian Stocks to World-Beating Quarter
Coffee, tobacco, sugar (rum), tea, spices — this was the original drug economy and drove development of the Western Hemisphere. Columbus started a drug commodity boom that lasted for centuries, made Europeans and colonizers unimaginably wealthy, and launched the transatlantic slave trade.
Here’s a talk I gave years ago explaining how Columbus was basically the original trans-Atlantic drug trafficker. You will be never think about the colonization of this hemisphere in the same way again. The “drug” economy powered hemispheric growth (and enslavement) for centuries. Watch:
October 14, 2025 at 4:52 PM
Coffee, tobacco, sugar (rum), tea, spices — this was the original drug economy and drove development of the Western Hemisphere. Columbus started a drug commodity boom that lasted for centuries, made Europeans and colonizers unimaginably wealthy, and launched the transatlantic slave trade.
Uskomatonta. Heraproteiinin, juustonvalmistuksen sivutuotteen, hinta on noussut viisinkertaiseksi parissa vuodessa, kun lihavuuslääkkeitä syövät amerikkalaiset haluavat pitää sen avulla kiinni lihasmassastaan.
”Juustosta saattaakin tulla heraproteiinin sivutuote”, yksi tuottaja kertoo.
”Juustosta saattaakin tulla heraproteiinin sivutuote”, yksi tuottaja kertoo.
Protein boom drives ‘gravity-defying’ rally in whey prices
Byproduct of cheese industry has become a valuable commodity
www.ft.com
May 21, 2026 at 4:22 PM
Uskomatonta. Heraproteiinin, juustonvalmistuksen sivutuotteen, hinta on noussut viisinkertaiseksi parissa vuodessa, kun lihavuuslääkkeitä syövät amerikkalaiset haluavat pitää sen avulla kiinni lihasmassastaan.
”Juustosta saattaakin tulla heraproteiinin sivutuote”, yksi tuottaja kertoo.
”Juustosta saattaakin tulla heraproteiinin sivutuote”, yksi tuottaja kertoo.