IT’S LIKE A HEATWAVE!
Climate change arrived at the Pacific Northwest this past week in the form of historically unprecedented heat wave. Temperatures in Seattle hit 112 degrees Fahrenheit and in one town in British [...]
COBALT: A GEOPOLITICALLY SCARCE COMMODITY
In this week’s edition Jacob Shapiro, our Senior Macro Researcher, explores the fundamentals of cobalt and why it is so different from other critical mineral commodities. Cobalt is a scarce [...]
LET DEMOGRAPHICS FRAME YOUR PERSPECTIVES – BUT NOT DEFINE THEM.
In this week’s edition Jacob Shapiro, our Senior Macro Researcher, explores the dynamics of demographics and their potential use as a means for understanding the path ahead for economies. When [...]
What’s going on in the Crypto Sphere?
CRYPTO TRENDS: In this week’s edition Sune Hojgaard Sorensen, our Managing Director, takes a look at what’s been happening in the fast-evolving Crypto Sphere recently. The crypto market has [...]
Learning Lessons from Lumber
Macro Trends: In this week’s edition Jacob Shapiro, our Global Macro Adviser, takes a look at lumber. It seems like everywhere you turn there is a new headline prophesying an imminent [...]
Enter the DeFi sphere
Investors are always in search of the “New New” thing. Investing in innovation has historically been rewarding, especially if you can get in position as a major paradigm change gains traction. [...]