Est. on a Hunch · One Desk · Fifteen Commodities

Peter · Gregory

Because while the world panics over crude oil and microchips, the strategic sesame reserve remains criminally mispriced.

A Commodity Desk for The Obvious & The Overlooked
Overlooked
Opening the desk…
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The Whole Thesis, On A Bun

Each seed on that bun, multiplied across every bun on earth, is a market nobody prices. We do.

Mt. Sesame · Annual World Trade

Somewhere, in aggregate, this much sesame actually exists. Annual world trade, piled high.

"I don't want to live in a world where someone else makes the world a better place better than we do."

There is distinct value in the unnoticed.

Peter Gregory tracks fifteen commodities. A monitor, not investment advice.

Comtrade for trade flows · FRED for prices · Implied price = trade value ÷ net weight