Markets & Metals Navigator: Lumber, Oil, Copper & Bitcoin
Commodity markets have had a wild ride in 2021, however lumber certainly takes the cake! On balance it's been a solid beginning of a...
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, rising 61% YTD, followed by vanadium...
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 capacity of EVs sold during...
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 year-to-date it is up 48%...
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 created the mother of all...
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 much money in such a...
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 last year towards traditional cyclicals.
The...
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 to 1.5% reaching pre-pandemic levels.
What...
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 need to protect themselves against,...
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. In excess of $58 billion...