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America's Deteriorating Finances and Why You Shouldn't Own the Dollar
Author: Chris Wood
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Grizzle
Has Passive Investing Gone Too Far?
Author: Chris Wood
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Grizzle
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
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Grizzle
Key Takeaways From Our Recent Trip to Beijing
Our outlook on the Chinese economy including inflation, consumer spending and tariff readiness.
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Grizzle
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:
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Grizzle

July 2025

Analysis of the Ongoing China-US Trade Talks
Author: Chris Wood
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Grizzle
Stablecoins, Bonds & Hyperscalers Oh My!
Author: Chris Wood
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Grizzle
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…
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Grizzle
Grizzle Critical Minerals Roundtable (Summary Notes)
A few weeks ago we hosted our ​critical minerals roundtable​ and are coming to you today with a detailed summary of everything the speakers discussed.
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Grizzle
Global Equities Are Breaking Out, Is This Time Different?
Will we finally see follow through or will Asia and the rest of the world return to underperforming the US?
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Grizzle
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June 2025

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