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Oct 30, 2025
Monthly Covered Call Commentary: November 2025
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The Next Big Theme: October 2025
Monthly Covered Call Commentary: November 2025
Inflection Points: Tariffs in the Wind
The Next Big Theme: October 2025
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Exploring a range of subjects as diverse as our product lineup.
Critical Minerals: The Core of the Modern Economy
Nov 03, 2025 •
By
Madeline Ruid
Critical minerals are foundational to technological innovation and the economy of the future. Meeting demand will be essential to the modern economy.
Introducing LNGX: The Case for U.S. Natural Gas
Oct 29, 2025 •
By
Kenny Zhu
LNGX offers passive exposure to the U.S. natural gas supply chain, from upstream production through processing, transportation, and exports.
Why Copper? Why COPX?
Oct 20, 2025 •
By
Trevor Yates
We believe evolving demand drivers and challenged supply make copper miners an interesting investment opportunity.
Commodity Catchup: Why Are Central Banks Buying So Much Gold?
Oct 02, 2025 •
By
Trevor Yates
With gold poised to play a more important role in an increasingly uncertain world, the bullion could see continued price momentum.
Uranium Insights: U.S. Nuclear Ambitions Greenlight the Industry’s Revival
Oct 01, 2025 •
By
Kenny Zhu
New U.S. policies slash red tape and boost nuclear power targets, setting the stage for a potentially powerful comeback in America’s nuclear industry.
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