Charts
Charts of the Month - September '23
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
Thematic Investment Analysis.
Uncommonly Balanced.
Weekly Newsletters.
Monthly Podcast.
Research Platform.
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Latest
Charts
Charts of the Month - September '23
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
Research
Lykeion Research - September '23
Bond Issuance’s Impact on Liquidity, US Public REITs, US Dollar Outlook, Reflation Risk in Q4
The Ides of Macro
Episode #8: Tony Greer
Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.
The Geopolitics of Commodities
Episode #1: Adam Rozencwajg
Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.
Markets
NVIDIA's Cracks, Oil's Surge, & Higher Rates for Longer
Back to school update on the most important narratives of 2023.
Markets
Markets
NVIDIA's Cracks, Oil's Surge, & Higher Rates for Longer
Back to school update on the most important narratives of 2023.
Markets
Oil And Gas Capex Renaissance
We explore the outlook for oil and gas capex for the next couple of years.
Markets
Private Equity Cracks
We look at emerging evidence of the distressed situation for private equity and highlight why you shouldn't be chasing big tech after this rally.
Markets
How to Interpret Oil's Underperformance
We look at oil's supply and demand fundamentals and at the possible implications of poor market breadth.
Charts
Charts
Charts of the Month - September '23
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
Charts
Charts of the Month - July '23
How to Solve "The" Problem, The Biggest Stimulus of All is About to End, 1940s vs. 1970s Inflation Playbook
Charts
Charts of the Month - June '23
8 charts covering the Turnaround in Japanese Equities, European Natural Gas, Apple Liquidtiy, Arms Sales to Taiwan, and the Geopolitical Tug-o-War with Oil
Editorial
Editorial
China-Taiwan Ship Inspections, OPEC+, Russia/Ukraine Update
Russia/Ukraine Update, China-Taiwan Ship Inspections, OPEC+ Oil Cuts, EU LNG, Germany Getting Serious about EU Spending, Middle East Update
Editorial
War Update, Iran's Enriched Uranium, U.S. Trade Deals
Updates from around the world of Geopolitics.
Editorial
Evolving Alliances and Why We’re Still Bullish Brazil
We explore last month's local news of global impact and remind readers of why we still like Brazil.
Editorial
China Update, an Emerging Poland, and a Bright Brazilian Future
Mystery brewing in China, a rising Poland, and politics aside, Brazil has a bright future
Research
Research
Lykeion Research - September '23
Bond Issuance’s Impact on Liquidity, US Public REITs, US Dollar Outlook, Reflation Risk in Q4
Research
August '23
Xi's Challenges, Framework for Higher Yields, Gold's Cup and Handle, Brazil, A&D Spending
Research
Lykeion Research - June '23
Rebellion in Russia, The Turnaround in Japan, Waiting on Demand in China, FOMC: Pause, Plateau or Pivot?, Ukraine’s Counteroffensive, Mexico’s Corn Trade Dispute with the U.S., Positioning Reports & Sentiment Surveys.
Podcasts
The Geopolitics of Commodities
Episode #1: Adam Rozencwajg
Adam Rozenswajg of Goehring & Rozencwajg, Natural Research Investors, sits down with Jacob Shapiro for this inaugural episode of The Geopolitics of Commodities.
The Ides of Macro
Episode #8: Tony Greer
Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.
The Ides of Macro
Episode #7: Ed Harrison
Roger and Ed discuss the question on everyone's mind - Will there be a long shallow recession?
The Ides of Macro
Episode #6: Jesse Felder
The 10-year U.S. Treasury yield is the most important chart in the world right now.