Quantum Strategy
Reports Library
Showing All Results
Report
US Derivatives: Small Tail to Wag Big Dog
INVESTMENT CONCLUSION The bottom line of all the bottom lines is higher inflation, interest rate stress in AI and private credit, and central banks forced to tighten. US energy prices go up, not down. Global refined product supply falls, agriculture takes another supply side hit,…
Report
Energy: The American Chapter – how US bails out the world & then doesn’t!
Energy: The American Chapter – how US bails out the world and then doesn’t! US produces and consumes 20mn bpd of crude oil equivalent. But on top this, the US is exporting 10mn bpd to its “allies” – European, Asian and Australia. Thus, the US is draining its own oil rese…
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us