Overview #62 - Standing Room Only
A review of recent events/data impacting our investment themes and outlook. We look at China's recent structural reform and some parallels with...
86 Views
Overview #60 - Supply Shocks All the Way Down
A review of recent events/data impacting our investment themes and outlook. We look at recent supply shocks in the commodity space
100 Views
Overview #59 – Enter the Dragon
A review of recent events/data impacting our investment themes and outlook. We look at the upcoming meetings between China, the US, and Japan and...
173 Views
Overview #58 - Central Bankers Are Revolting*
A review of recent events/data impacting our investment themes and outlook. We look at the Central Bank meetings and further implications of the...
193 Views
Overview #57 – Plus Ça Change…
A review of recent events/data impacting our investment themes and outlook. Oil, Nuclear, Deepseek and earnings from some of our stocks
216 Views