Global Life Essential (Shariah) Portfolio (14-Sep-2026)
The strategy seeks to invest in Shariah compliant companies that provide life’s essential goods and services. These companies support our societal...
93 Views
Overview #27 – The Big Beautiful Tragi-Comedy Continues
More positive news for the Uranium Sector. Jefferies upgraded the Australian uranium miners yesterday with $PDN, $BOE and $DLY rallying 15-20% & up...
771 Views
Overview #48 — Gradually, Then Suddenly
A review of recent events/data impacting our investment themes and outlook. We look at the wild moves in the commodity markets last week and what...
328 Views
From Rust to Riches: The Next Copper Boom
Copper has now broken decisively through $5/lb on new cycle lows for the USD last night. $1208 MMG Ltd is nearing $4 resistance, and we would take...
1.2k Views
Curator's Cut: Arbs Go A-H, Copper Plays & China's Property Pulse
In this cut, we explore A-H share trading dynamics, consider copper market dynamics and plays, and China's bottoming/stabilizing real estate market.
696 Views