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With an Energy and Funding Advantage, is China's DRAM Machine Unstoppable?
Author: Chris Wood
Jun 23
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The Chinese Memory Tsunami
Author: Chris Wood
Jun 9
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Grizzle Hard Money 2026: Gold, Silver and Bitcoin Conference
The recent Grizzle Hard Money Conference brought together a stellar lineup of portfolio managers, producers, and explorers to dissect the current state…
Jun 8
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May 2026
The SpaceX IPO through the Lens of Disruption at a Reasonable Price
The upcoming SpaceX IPO marks a fundamental shift in the public markets.
May 29
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Emerging Markets Have A Semiconductor Problem
Author: Chris Wood
May 27
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Why The AI Picks-and-Shovels Boom May Be Peaking
Author: Chris Wood
May 13
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The Hedge Fund House of Cards Propping Up U.S. Treasuries
Author: Chris Wood
May 3
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April 2026
War, Tariffs, and Trump: The Midterm Reckoning
Author: Chris Wood
Apr 16
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Strait of Hormuz Volatility: Narrative Theatre but Also Investment Opportunity
Quantifying the real winners from a Straight of Hormuz blockade.
Apr 13
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25
March 2026
Private Credit - This Cycles Systemic Risk
Author: Chris Wood
Mar 25
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The Iran Energy Playbook
The Iranian conflict continues to spiral, and we are no longer looking at a marginal disruption.
Mar 19
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Mines x Metals Showcase at PDAC 2026
The Grizzle Mines x Metals Showcase at PDAC is our favorite event of the year and this one was for the books!
Mar 17
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