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Our Research

The Commodity Run Continues

January 3, 2023

Commodities remain a top-performing asset. Over the past 12 months, the iShares S&P GSCI...

EV Opportunity, Emerging Battery Tech—Market Wrap

December 31, 2022

The holiday season does a lot of heavy lifting when it comes to sales. Companies have annual targets they...

What Can Go Right in 2023?

December 27, 2022

This year has been a challenge. From higher interest rates to geopolitical shocks, there was no lack of...

Japan’s Nuclear Turnaround, Copper Market Shocks—Market Wrap

December 24, 2022

After the accident at the Fukushima nuclear power plant in 2011 (which killed no one), Japan has been...

Gold Is Back

December 20, 2022

Gold is a classic safe-haven asset. Investors have used it for decades to protect their portfolios against...

The Fed Delivers a “Glass Half Full” Hike, More Battery Plants Planned—Market Wrap

December 17, 2022

The most anticipated news of the week (or even the year) was the Fed’s December decision on interest rates....

The Hydrogen Century Has Begun

December 13, 2022

This week will go down in history. It will start the “hydrogen century.” Hydrogen is about to become the...