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
Archive
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.
Research
August '23
Xi's Challenges, Framework for Higher Yields, Gold's Cup and Handle, Brazil, A&D Spending
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.
Markets
Oil And Gas Capex Renaissance
We explore the outlook for oil and gas capex for the next couple of years.
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
