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Charted: Commodities vs Equity Valuations (1970–2023)
Graph: What is a Commodity Supercycle?
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Founders: JPM's Return of The Oil Supercycle
We will be doing our own take on the attached report.. but thought best to get this to you before weekend unwinding commences. Cheers You know the…
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Weekly Part I: Goldman Sets Table for the Next Bull Market Leg
The Commodities Supercycle Unpacked
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MUST READ: Unpacking Goldman's Supercycle Report for 2023
It’s not our first time at this rodeo…
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Founders:
Founders
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Zoltan Interview: "You basically see a commodity supercycle in embryonic form"
Commodity Super-cycle Explained
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brynne kelly
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JPM Takes Goldman's SuperCycle Narrative and Runs with it
Full report
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Founders Only
Founders only
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Founders: More Oil
Housekeeping: In case you are wondering. We purchase at full price a premium ZH account for each Founder we add. So once in a while we send a good ZH…
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Founders: Does Powell Want Harris to Win?
Founders
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Buffet's Silver Squeeze Explained-Understanding Spreads Part 2
Founders MasterClass.
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CFTC voice note.
Founders. ..
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