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Grizzle Commodity 1x1: Outlook 2026
The Playbook for the Supercycle
Dec 23, 2025
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China's Energy Endgame: Is Battery Storage Making LNG and Nuclear Obsolete?
Is the world looking at a China that no longer needs LNG or Nuclear to power its AI ambitions?
11 hrs ago
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Grizzle
20
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Oil: Panic in the Casino
50 Years of Oil Supply Shocks. Which Equity Subsectors Survive the Fire?
Mar 9
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Grizzle
18
So You Think Globalization is Over? China Has Other Ideas
Donald Trump’s agenda may be all about attacking globalization. But China has continued to take the opposite line.
Feb 25
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Grizzle
14
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AI Compute is Ramping, But is Demand There to Meet it?
Author: Chris Wood
Feb 11
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Grizzle
10
Grizzle Growth ETF Year-End Letter: Performance & 2026 Outlook
The Grizzle Growth ETF (NYSE:DARP) returned 40.11% in 2025 vs 17.86% for the S&P 500, placing our fund in the 1st Percentile as of 1/31/2026 in the US…
Feb 9
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Grizzle
6
Chinese Manufacturing in America: Pipe dream or Possibility?
Author: Chris Wood
Jan 26
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Grizzle
20
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The US is Now One Big Bet on AI
Author: Chris Wood
Jan 13
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Grizzle
13
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