How to navigate a commodities multiverse…
“Commodity” is a strange word. It is derived from the Latin word commoditas, meaning roughly “advantage,” and came into English by way of the French commodité, meaning an amenity or convenience. [...]
IT’S LIKE A HEATWAVE!
Climate change arrived at the Pacific Northwest this past week in the form of historically unprecedented heat wave. Temperatures in Seattle hit 112 degrees Fahrenheit and in one town in British [...]
COBALT: A GEOPOLITICALLY SCARCE COMMODITY
In this week’s edition Jacob Shapiro, our Senior Macro Researcher, explores the fundamentals of cobalt and why it is so different from other critical mineral commodities. Cobalt is a scarce [...]
LET DEMOGRAPHICS FRAME YOUR PERSPECTIVES – BUT NOT DEFINE THEM.
In this week’s edition Jacob Shapiro, our Senior Macro Researcher, explores the dynamics of demographics and their potential use as a means for understanding the path ahead for economies. When [...]
The Great Divide In Crypto: Central Bank Digital Currencies Vs. Digital Currencies
Emerging markets are driving crypto adoption, propelled by a combination of factors, including lack of trust in local monetary policy, unbanked masses experiencing their initial joys of modern [...]
Hal Schoenfeld
Hal has worked across asset classes for over 30 years in an array of positions and different types of ventures. He brings this vast experience to his work with the Strategic Funds’ Research & [...]
THE EUROPEAN ENIGMA
“I cannot forecast to you the action of Russia. It is a riddle wrapped in a mystery inside an enigma; but perhaps there is a key. That key is Russian national interest.” – Winston Churchill, 1 [...]