On Commodities, Carry Regimes & Changes in Global Monetary Regimes

April 1, 2025

Natural resource equities are primed for a comeback. With commodities deeply undervalued vs. stocks, fresh research suggests the long-dormant bull market may be stirring. Explore our latest research to learn more.

Follow Our Work
We publish a Quarterly Commentary that is read by over 10,000 professionals. We regularly publish blog posts and appear on many podcasts and television interviews.
subscribe to stay informed