Are you aware of the very close relationship between hedge funds, algorithmic asset management and your breakfast? Maybe not, but there is one very, very important.

The Financial Times Breakfast index demonstrates that the “notion of value of the morning meal is linked closely to your breakfast”

Wheat, milk, coffee, orange juice, sugar, lean hogs and whatever else you want to name, have seen their prices go dramatically down with oil and commodity prices. That is the link. When hedge funds and other traders are betting fortunes, for their clients, on oil and commodities they go down, so so does your breakfast.

But there are, of course, some people who bet against -not enough- to inverse the curve. In 2011 the Financial Times Breakfast index was at 240. Today it is at lamentable 120.

By the way, have you seen any price difference in your favourite shop?

Commodities will probably not continue to be totally linked to oil. While oil seems to have a bleak future food commodities will very soon move up. 

So, why don’t you hoard some breakfast food?