Commodity Investing
2025 1
March 1
Under Trump: Tactical Rotation and the Structural Case for Data Infrastructure
Type: [Quick Note, Policy Brief, Investment Memo]
2021 8
April 1
[News Roundup] Second Week of April 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
March 3
[News Roundup] Fourth Week of March 2021: Rates, Semiconductors, ESG, Logistics, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] Second Week of March 2021: Stimulus, Inflation, Semiconductors, Banks, Crypto, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] First Week of March 2021: Stimulus, Semiconductors, Hydrogen, Housing, and Reopening Trades
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
February 3
[News Roundup] Fourth Week of February 2021: Liquidity, Inflation, Semiconductors, Housing, and Reopening Trades
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] Third Week of February 2021: Crypto Institutionalization, Liquidity, Rates, Semiconductors, Housing, and Reopening Trades
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] Second Week of February 2021: Tesla, Bitcoin, Liquidity Rotation, Financials, and Consumer Reopening Themes
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
January 1
[News Roundup] Fourth Week of January 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
2016 1
December 1
Fed Post-Liftoff Dossier: Employment Distortions, Oil Deflation, and the Macro Path of the KOSPI
Type: [Follow Up, Investment Memo]