Markets & Metals Navigator

Commodity & ETF Navigator – May 10th, 2021

Year-to-Date Commodity Heat Map Green Metals The green metals complex has had a stellar 2021.  Lithium has led the way,…

May 10, 2021

Markets & Metals Navigator: EVs & Battery Metals, Copper & Psychedelics

Electric Vehicles Powering Up Demand for Battery Metals - Analyzing the Battery ETFs According to Adamas intelligence, the total battery…

April 25, 2021

Markets & Metals Navigator: Lumber Goes Parabolic

Lumber: Demand Overwhelms Tight Supply Lumber is the best performing commodity over the last year, up a staggering 290%, and…

April 18, 2021

Markets & Metals Navigator: Suez Canal Drama Delivers Blow to Supply Chains

Global Supply Chains at Risk - Inflation on the Way The 1,300 foot, 200,000 metric ton Ever Given ship has…

March 28, 2021

Markets & Metals Navigator: The Commodity Super Cycle Ahead

Central Bank Induced Commodity Super Cycle We are living in unprecedented monetary times, global central banks have never printed this…

March 21, 2021

Markets & Metals Navigator: Speculative Growth Selloff, Rotation into Cyclicals

Speculative Growth Selloff The market saw a heavy rotation from speculative growth stocks that have dominated market returns over the…

March 7, 2021

Markets & Metals Navigator: Bonds Spook the Market + Commodities Hang Tough

Bond Vigilantes are Back US bond investors took control of the market last week, as 10 year treasury yields spiked…

February 28, 2021

Markets & Metals Navigator: Inflation + Bitcoin + Copper

Inflation Indicators Flashing Over the last year Capital 10X has repeatedly identified inflation as one of the biggest risks investors…

February 21, 2021

Markets & Metals Navigator: Equity Inflows + Copper Prices Surge

Money Keeps Flowing into Global Equities In 2021 we've seen the largest weekly inflow of capital ever into global equities.…

February 15, 2021

Markets & Metals Navigator: Green Metals Boom – Copper & Vanadium

Gold and Silver Lag Out of the Gate in 2021 It has been strong start to the year for stocks…

January 24, 2021