Andrew has spent over 25 years in finance on both the buy side and sell side. He co-founded Eschaton Opportunities Fund, a $100 mn+ hedge fund focused on global thematic value investing.
Andrew has spent over 25 years in finance on both the buy side and sell side. He co-founded Eschaton Opportunities Fund, a $100 mn+ hedge fund focused on global thematic value investing.
Commodities
John Butler, Andrew Simon
Precious metals prices have recovered strongly of late. This is hardly surprising given that commodities generally are seeing their...
John Butler, Andrew Simon
The US corporate cash pile has grown to historically unprecedented levels and may soon flood into bitcoin and gold...
John Butler, Andrew Simon
US corporate cash holdings have risen to record highs in recent years, both outright and as a percentage of net worth. A majority of that excess cash...
John Butler, Andrew Simon, Stefan Posea
Re-opening of economies and less use of public transport should see energy demand pick up. OPEC supply cuts and global producers shutting down...
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