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January 2025

Is China Weaponizing US Dollar Bonds?
China is borrowing dollars at the same rate as America which means that, in theory at least, it is a competitor for the foreign flows America needs to…
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Bubble or Bull Market - Trump Will Decide
Outlook for the US dollar, stocks, tariffs and Europe.
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Grizzle
Back from El Salvador, We are Very Bullish Bitcoin in 2025
Author: Chris Wood
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Grizzle
Will February 23rd Mark the Day Europe Becomes Investable?
Political Upheaval in Germany may the signal its time to buy European stocks.
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Grizzle

December 2024

The Research & Quant 2025 Market Outlook
Bonds, Stocks or Both?
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Grizzle
2025 Will Be the Year of Memory, Not GPUs
Edge AI, in terms of AI being embedded in consumer devices, has cooled somewhat.There is a general sense that this will take longer to develop and that…
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Grizzle
Private Credit's Incredible Vanishing Cashflow
Author: Chris Wood
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Grizzle
Grizzle Commodity 1x1 Conference - Key Takeaways Part 2
3Fourteen Research, Libero Copper, Lithium Royalty Corp, Amerigo, Kobo Resources, Hilltower Resource Advisors, Blind Squirrell Macro, Quantify Funds
Grizzle Commodity 1x1 Conference - Key Takeaways Part 1
Goehring & Rozencwajg, West Red Lake Gold, Power Nickel, Hot Chili, First Nordic Metals, Blokland Multi-Asset Fund, Bloomberg Intelligence
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Grizzle
Has China's Property Market Bottomed?
Are rising transactions enough to stem price declines? Recent housing data holds some clues.
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Grizzle

November 2024

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