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...
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How Trump's Big Beautiful Bill Will Affect Commodity Markets
During the week, Trump muscled his Big Beautiful Bill through a divided congress. With that, the bill got passed even right before 4th of July.
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Steno Signals #202 – Peak WW3 Fears Return!
Over the weekend, oil traders dusted off their Strait of Hormuz crisis playbooks—and once again, they overplayed their hand. Saturday’s U.S....
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Overview# 29- The Hard-Asset Reset: Buying the Pullback in Commodities
A review of recent events/data impacting our investment themes and outlook. We look at the longer term commodity move in the context of the current...
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Oil Prices Rise as Israel Attacks Iran's Nuclear Facilities - What We Do
YTD our absolute return strategy is up 12,0% Oil Prices Rise as Israel Attacks Iran's Nuclear Facilities - What We Do Friday was marked by panic...
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