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Copper Will be the King of the Coming Commodity Supercycle

Due to the rising demand from electric vehicles and the underinvestment in new copper mining globally, copper prices are on…

No Rate Hikes Until 2023 – Or Maybe Not…

The benefit of the doubt continues to be given to the cyclical trade, which also continues to be confirmed by…

AMC is Going Bankrupt – Can WallstreetBets Save It

AMC Entertainment Holdings (NYSE:AMC) share price has been steadily declining over the last several years, which is no surprise given…

The Post-COVID Rebound Will Benefit Commodities – But Beware A Taper Tantrum

The US bond market sell-off has continued and with it the increased potential for an inflation scare. Still, there is…

Inflation About to Run Hot, Will Government’s Panic?

Inflation expectations remain the key variable to monitor. The US 5-year 5-year forward inflation expectations rate and the 10-year breakeven…

Ready Player One: The Definitive Roblox IPO Guide

Roblox, the maker of the most popular online world since Fortnight is finally going public. Should investors jump into the…

The Cyclical Rebound Hinges on the Success of COVID Vaccines

Covid cases continue to decline on a global basis as vaccine rollouts continue. The 7-day average daily new case count…

Danimer Scientific: The Bioplastic 15X Home Run

As the world attempts to transition away from single-use plastics, Danimer is one of the few company's offering an alternative. …

Bull Market Correction or Nasty Unwind – Bond Investors Will Decide

The view here remains to continue to favour the back-to-normal cyclical trade on the view that the vaccine rollout story…

The Bond Market vs Yield Curve Control: Who Blinks First

The base case here since May 2020 has been that the Federal Reserve will adopt some form of yield curve…