If you would like to connect and contact the author,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.
In: Hive Exclusives | Commodities
Summary Multiple fundamental factors are coming together to spark a massive rally in Gold and Silver. We look at current conditions, and…
In: Hive Exclusives | Bitcoin & Crypto Commodities Equities Fiscal Policy & Inequality US
Summary US corporate cash piles continue to grow but earn near zero interest Tesla's decision to reallocate to gold and bitcoin could…
In: Hive Exclusives | Bitcoin & Crypto Commodities US
US corporate cash holdings have risen to record highs in recent years, both outright and as a percentage of net worth. A…
In: Hive Exclusives | Commodities COVID US
Re-opening of economies and less use of public transport should see energy demand pick up. OPEC supply cuts and global producers shutting down…
In: Hive Exclusives | Commodities Global
Re-opening of economies and less use of public transport should see energy demand pick up. OPEC supply cuts and global producers shutting down…
US
