The commodities rally: A new supercycle?
Commodities have surged recently despite global recession forebodings. Tribeca’s Ben Cleary shares his short and long-term views.
What a 2023 recession could mean for commodities investors
Citi and Morgan Stanley are both out with their 2023 commodities outlook pieces. I read through all 200+ pages of it so you don't have to.
Bulls v Bears: Why Bridgewater, Citi, Morgan Stanley, and Ed Yardeni are divided on recession outlook
They say that numbers don't lie - but no one ever said that numbers can't be confusing. The signals for a global recession have been mixed, to say the least. On the...
Is the market recovery driven by Robinhood & Robots? With Kevin Muir (The Macro Tourist)
Are Robinhood & Robots responsible for the stockmarket recovery? Kevin Muir (The Macro Tourist) joins us today to to offer his take on the driving forces behind the...
Defence, defence, defence
Last week, Wilson Asset Management hosted their 2020 investor conference call. Chairman and CIO, Geoff Wilson used the opportunity to talk about market volatility, and...
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