OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
CHINA FERTILIZER INDUSTRY: Waiting for the Harvest!
Although the conflict in the Middle East has caused fertilizer prices to surge, Chinese manufacturers have not benefited because of Beijing's price...
484 Views
Overview #53 – Second Order Effects
A review of recent events/data impacting our investment themes and outlook. We look at other stock market sectors benefiting from higher oil prices.
317 Views
Overview #52 – Oil Shocks, De-Grossing, and Trend Breaks?
A review of recent events/data impacting our investment themes and outlook. We look at the action in stock and commodity markets impacted by the...
391 Views
Mid-Year Themes Review - Part II
Investor focus on hard assets ramps up. Overnight news that the Pentagon will take a US$400M stake in MP Materials is another boost for the rare...
631 Views