Steno Signals #198 – A 20–25% Weaker USD May Solve All Trump’s Problems
Morning from Europe. Trump’s classical stop-and-go approach to negotiations is starting to get baked into markets, but we’re still surprised by...
537 Views
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...
419 Views
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...
925 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...
367 Views
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...
595 Views