Contributor Reports

Five Alternative 60/40 Portfolios For the 2020s

Where China Goes, European Luxury Must Follow

Twilight of The Monetary Idols

The Auto Industry’s Transformation is Underway

Brazil Frost Update

Climate Outlook Heading Into Year End

Vincent Deluard’s Compilation Report: Q2 2021

Autos Markets and the Sustainability Transition

Global Ag Weather Pattern Outlook Update for 2021

Carbon: The Path to 110 Euros per Ton and Beyond

Michael Howell Liquidity Report Compilation

Vincent Deluard’s Compilation Report: Q1 2021

Auto Markets Shaken by COVID and EVs

Cautiously Bearish Oil & Expecting Deflation

Kuppy’s Event-Driven Monitor

Global Agricultural Weather Pattern Outlook – 2021

The Case for Gold and Gold Miners

New Normal Insight – Deflation

The Perpetual Motion Market

December 2020 FX Outlook

Momentum Analysis: Breaking Out or Breaking Down?

GIRO – Credit Madness, Turkey, Fiduciaries & ESG

The pH Report – Q4 2020 Auto Market Update

A Robust Model for Oil Prices