The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
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E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
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Copper: Commodities Ex-Energy Taking A Hammering,1.2 Million Ton Inventory Unwind In The Short-Term
With copper inventories exceeding 1.2 million on the exchanges, the case for a destock in the current global environment has strengthened. We see...
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Flying through turbulent or clear skies: An analysis on Airbus & Boeing
Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...
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Curator's Cut: Expanding 2026 Top Picks, China Healthcare IPO Bonanza & The Metals March
​In the first issue of Curator's Cut in 2026, we review more high conviction ideas, the pipeline of China healthcare IPOs, and sentiment around...
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