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
14 articles
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.
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
Editorial
U.S. vs Saudi Arabia: a broken relationship with global repercussions
Deep dive into the increasing tensions between the U.S. & Saudi Arabia.
Editorial
Nat Gas, LNG, and the Need for Alternatives to Russian Pipelines
Natural Gas and LNG markets are top of mind for global geopolitics. What should we be aware of?
Editorial
What Would It Take for the USD to Lose its Reserve Status?
A deep dive into what led the US dollar to become the global reserve currency, and what it'd take for that to change.
Editorial
The Investment Case for Latin America
Recent global geopolitical developments might just be the necessary catalyst for the region to finally unleash its long-overdue potential.
Editorial
Explained: Russia and Ukraine
All you need to know about the current conflict between Russia and Ukraine.