Markets & Macro Commentary
-

Asset Class Scoreboard: August 2026
August 2026 delivered broad gains across the scoreboard, with Commodities continuing their run by adding +6.21% for the month. That…
-

Asset Class Scoreboard: July 2026
July 2026 flipped the recent script for Commodities, which jumped +12.03% for the month after two straight declines. That rebound…
-

Single Stock Futures: Back to the Future (And This Time It Might Actually Stick)
Will we soon see a 3x leveraged NVIDIA ETF, a 5x SpaceX ETF? Built not on swaps or options, but…
-

Asset Class Scoreboard – May 2026
May 2026 saw equity markets continue their upward momentum from April, with U.S. Stocks gaining +5.26% and World Stocks adding…
-

“Dr. Copper”: From Chilean Mines to Chinese Smelters to AI Data Centers in the US – with Kurt Nelson & Natalie Scott-Gray
Copper steps out of the shadow of gold and silver in this wide‑ranging conversation with StoneX’s Natalie Scott-Gray and Summerhaven’s…
-

The Hardest Trade Is Holding the Thing That Doesn’t Hug You Back
Let’s start with a confession: every asset in your portfolio pays you in two different currencies. The first is returns.…



