Grizzle Research & Quant
Subscribe
Sign in
Home
Archive
About
The Trump Bump: Bitcoin & Natural Gas
Donald Trump’s decisive election victory lays the groundwork for two structural investment opportunities: Bitcoin & natural gas.
Nov 21, 2024
•
Grizzle
4
Share this post
Grizzle Research & Quant
The Trump Bump: Bitcoin & Natural Gas
Copy link
Facebook
Email
Notes
More
Latest
Top
Discussions
Has Passive Investing Gone Too Far?
Author: Chris Wood
Aug 12
•
Grizzle
18
Share this post
Grizzle Research & Quant
Has Passive Investing Gone Too Far?
Copy link
Facebook
Email
Notes
More
Disruption Edge: The AI Energy Opportunity, are Small Caps Dead and Figma as a Case Study for Avoiding IPOs
China’s Economic Reality, AI Growth, and the Consumption Gap
Aug 11
•
Grizzle
16
Share this post
Grizzle Research & Quant
Disruption Edge: The AI Energy Opportunity, are Small Caps Dead and Figma as a Case Study for Avoiding IPOs
Copy link
Facebook
Email
Notes
More
Key Takeaways From Our Recent Trip to Beijing
Our outlook on the Chinese economy including inflation, consumer spending and tariff readiness.
Aug 6
•
Grizzle
24
Share this post
Grizzle Research & Quant
Key Takeaways From Our Recent Trip to Beijing
Copy link
Facebook
Email
Notes
More
Disruption Edge: Our Bull & Bear Take on AI, Key Metrics We Watch & Meta Earnings
The Research & Quant team is coming to you this week to discuss our current views on a few topics:
Aug 4
•
Grizzle
3
Share this post
Grizzle Research & Quant
Disruption Edge: Our Bull & Bear Take on AI, Key Metrics We Watch & Meta Earnings
Copy link
Facebook
Email
Notes
More
Analysis of the Ongoing China-US Trade Talks
Author: Chris Wood
Jul 30
•
Grizzle
4
Share this post
Grizzle Research & Quant
Analysis of the Ongoing China-US Trade Talks
Copy link
Facebook
Email
Notes
More
Stablecoins, Bonds & Hyperscalers Oh My!
Author: Chris Wood
Jul 24
•
Grizzle
3
Share this post
Grizzle Research & Quant
Stablecoins, Bonds & Hyperscalers Oh My!
Copy link
Facebook
Email
Notes
More
Grizzle Hard Money Conference (Summary Notes)
We hosted our twice annual Hard Money (Gold/Silver & Bitcoin) conference in June and are coming to you with summary notes of the most important…
Jul 16
•
Grizzle
6
Share this post
Grizzle Research & Quant
Grizzle Hard Money Conference (Summary Notes)
Copy link
Facebook
Email
Notes
More
See all
Grizzle Research & Quant
Macro, Commodities & Growth.
Subscribe
Recommendations
View all 6
The Intellectual Investor
Vitaliy Katsenelson
Metals and Miners
Metals and Miners
Lines On A Chart
tom
Doomberg
Doomberg
Deer’s Newsletter
Deer Point Macro
Grizzle Research & Quant
Subscribe
About
Archive
Recommendations
Sitemap
Share this publication
grizzleresearch
Grizzle Research & Quant
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts