Grizzle Research & Quant

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

Author: Chris Wood

Feb 11 • Grizzle

9

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

20

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

1

October 2025

The Real Sticking Point in China-US Negotiations

What will Get Beijing Over the Line?

Oct 28, 2025 • Grizzle

5

What if Chinese AI Stocks are the Better Value

Author: Chris Wood

Oct 20, 2025 • Grizzle

14

3

September 2025

Understanding China's "Anti-Involution" Campaign

Author: Chris Wood

Sep 25, 2025 • Grizzle

12

The Recession That Never Was

Author: Chris Wood

Sep 17, 2025 • Grizzle

15