The Drill – The Commodity “Super”cycle
Greetings from Copenhagen. We’ve previously advocated a long tilt toward commodities, as both the U.S. and global growth outlooks are being...
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Bitcoin, Buffett, and the Barbarians at the Gate | Ep. #020 - The New Barbarians Podcast
Alex Fleiss, CEO of Rebellion Research, discusses the current twist steepener regime in the market, with the yield curve steepening due to the...
829 Views
Commodity Equity Monitor: May 2025 Issue
Outperformers: Uranium, Coal & Battery Materials. The strongest performers this month were uranium and thermal coal producers which benefitted from...
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The Drill – When the Facts Change, So Do We
Greetings from Copenhagen. The global macro landscape is shifting rapidly, with U.S. policy priorities evolving just as quickly. The...
509 Views
Steno Signals #196 – What’s next for inflation given the US/China pause?
On the heels of the US/China “pause” announcement in the trade war, here’s a quick take on market implications and what to watch next:The initial...
399 Views