Archive - GoldFix

Charted: Commodities vs Equity Valuations (1970–2023)

Graph: What is a Commodity Supercycle?

May 19, 2023 •

Weekly Part I: Goldman Sets Table for the Next Bull Market Leg

The Commodities Supercycle Unpacked

Aug 13, 2022 •

MUST READ: Unpacking Goldman's Supercycle Report for 2023

It’s not our first time at this rodeo…

Dec 16, 2022 •

Founders: JPM's Return of The Oil Supercycle

We will be doing our own take on the attached report..

Sep 22, 2023 •

Jan 5 •

Zoltan Interview: "You basically see a commodity supercycle in embryonic form"

Commodity Super-cycle Explained

Apr 19, 2023 •

and

Founders: Hartnett Early Look

Founders AM | Institutional Insights

Oct 11 •

and

Founders AM: JPM Flows, Election Trades

Founders AM | Institutional Insights

Oct 22 •

and

JPM Takes Goldman's SuperCycle Narrative and Runs with it

Sep 23, 2023 •

Dec 28, 2022 •

Founders AM | Institutional Insights

Oct 15 •

and

**Founders AM: Fed Day Prep++

Founders AM | Institutional Insights

Nov 7

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