Commodities & Metals – August 2025
​Precious metals, cobalt, and rare earths lead, while uranium faces short-term correction. Markets reward policy support, scale, and cost...
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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...
436 Views
Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
A review of recent events/data impacting our investment themes and outlook. Lithium, Japan, precious Metals and the Oil and Gas sector
933 Views
Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation
The Federal Reserve plans to cut rates three times in 2024 and a total of 175bps by end 2025, keeping policy accommodative. BOJ remains loose....
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Positioning Watch – The Goldilocks Scenario is Intensifying
Happy Saturday everyone, and welcome back to our weekly positioning watch, where we dissect how traders and investors are positioned
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