Worth Its Weight? Assessing Gold’s Portfolio Utility (DE Shaw)
We find that gold's long-term relationship with global growth, coupled with its lack of correlation to the shorter…
Commodity Markets Outlook
Lead Content
Oil and Gas: The Case for Higher Returns (UBS AM)
Oil and gas companies have historically delivered modest returns despite a favorable environment – averaging just…
Latest posts
China – Russia: The Gas Hedge (OIES)
A succession of headlines on additional volumes of Russian gas to China since late August have been heralded as a…
When the AI Bubble Bursts (Myrmikan Capital)
A.I. is loads of fun as a toy, but its structure makes it wholly inadequate for critical applications. Here is a…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Commodities: A hedge against uncertainty?
2025 has been a volatile year. One asset manager said that...
Insights you might have missed last week
ETF growth in Europe, nuclear renaissance, and bitcoin
Explore some of the highest quality…