Grizzle Research & Quant

Oil: Panic in the Casino

50 Years of Oil Supply Shocks. Which Equity Subsectors Survive the Fire?

Mar 9 • Grizzle

18

February 2026

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 • Grizzle

14

1

AI Compute is Ramping, But is Demand There to Meet it?

Author: Chris Wood

Feb 11 • 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 • Grizzle

6

January 2026

Chinese Manufacturing in America: Pipe dream or Possibility?

Author: Chris Wood

Jan 26 • Grizzle

20

1

The US is Now One Big Bet on AI

Author: Chris Wood

Jan 13 • Grizzle

13

December 2025

Grizzle Commodity 1x1: Outlook 2026

The Playbook for the Supercycle

Dec 23, 2025 • Grizzle

21

AI Stock Buyers Beware

Author: Chris Wood

Dec 17, 2025 • Grizzle

7

What's Going on in Japan?

Author: Chris Wood

Dec 3, 2025 • Grizzle

29

3

1

November 2025

Will Trump's 50% Tariffs Cause further Pain for Indian Stocks?

Author: Chris Wood

Nov 12, 2025 • Grizzle

6

1

Is Trump's Focus on Low Yields and Low Volatility Good for Your Wallet?

Author: Chris Wood

Nov 5, 2025 • Grizzle

18

October 2025

The Real Sticking Point in China-US Negotiations

What will Get Beijing Over the Line?

Oct 28, 2025 • Grizzle

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