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SubscribePlease join us next Monday, June 30th at 2PM ET for a deep-dive overview of the rare earths market and MP Materials!
Is clean hydrogen a transformative long-term opportunity or a capital-intensive experiment with diminishing returns? How might the evolving ‘Big Beautiful Bill” and foreign incentives reshape the economics of key projects? With a new leadership in place, does Air Products have an opportunity for strategic course correction? Is it easier just to go with Linde or Air Liquide, which don’t require turnarounds? Join us as we explore these questions and more in our Industrial Gases black book this Tuesday, June 24th @ 2 PM ET!
Please join us for a review of Chinese construction activity with Co-Director of the Stanford Center on China's Economy, Dr. Hongbin Li, this Monday, May 19th @ 2 PM ET.
Please join us for a call with microplastics expert Dr. Tracey Woodruff as we explore the potential liability and blowback for exposed companies this Thursday, May 1st at 4 PM EST!
Please join us for a deep dive on gold investing with McAlvany Precious Metals CEO, David McAlvany today at 2pm EST! Gold continues to notch nominal all-time highs in a rally that, until recently, was driven largely by persistent, inelastic central bank demand. A weakening dollar, escalating geopolitical tensions, rising retail interest, and the prospect of rate cuts have presumably supported that momentum. Global confidence in U.S. dollar assets has apparently eroded, allowing gold – the ultimate flight to safety – greater prominence in the international financial system.
How will tariffs impact key Materials sector end-markets like autos, construction, and manufacturing? We’ll look at where we see the best opportunities, catalysts, and dislocations in this chaotic market set-up. We’ll explore these issues, and more, in our 2Q25 Materials Themes call this Tuesday, April 15th, at 2PM ET!
Please join us for a review of the siding market with Building Science expert Dr. Joseph Lstiburek today at 2pm EST! With growth, trade, and policy uncertainty soaring, focusing on a specific industry that sidesteps much of the chaos—and may benefit from the lower rate fallout—is a plausible alpha strategy. In our 1Q25 Themes update, we added building products names like OC and LPX, both of which we find compelling for structural and idiosyncratic thesis points in an industry quite far from a ‘peak’.
Please join us for a review of the siding market with Building Science expert Dr. Joseph Lstiburek this Friday, April 11th at 2pm EST!
With just over two months in office, the Trump Administration has delivered on its promises of shock and awe. Now, President Trump and his trade team will unveil their highly anticipated strategy on global trade and tariffs after the market closes yesterday. With numerous tariffs or tariff threats taking hold, the Administration is expected to enter a new and lasting phase with their announcement on global trade policy.
Please join us as we discuss our long thesis for building product names today at 12:30pm EST!