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Monthly Commodities Tracker: May 2025
Our monthly commodities tracker looks at recent events in several commodity subsectors, including uranium, copper, gold, silver, oil, gas, and lithium. By Kenny Zhu
Why Silver? Why SIL?
Silver is a potential store of value and key input for industrial purposes, making silver miners an intriguing and differentiated investment opportunity. By Trevor Yates
Inflection Points: Rethinking Your Core
Markets’ current relative calm may be an ideal time to explore strategies for assessing core exposures and managing volatility. By Scott Helfstein
Why Cybersecurity? Why BUG?
Cybersecurity has taken a backseat in recent years, but that could change as AI applications come to the market and fundamentals improve. By Ido Caspi
The Next Big Theme: May 2025
This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, Healthcare, Cybersecurity and Electric Vehicles. By Ido Caspi