Aug 30, 20225 minWill the Eagle Overcome the Dragon?Ray Dalio has a thought experiment for you. When you get a few minutes I want you to imagine that Russia is China today. Don’t imagine a...
Aug 24, 20224 minBIPI - Coal is Here to StayThere is limited option for market participants to go against the energy bull market. We can always make up list reasons on why are we...
Aug 8, 20227 minPedal to the Metals - Indonesia is Aluminum Powerhouse in Five YearsFor readers who love following our reports, you might notice that community of Sucor writers is consistent in these macro stories: 1) ...
Apr 18, 20225 minThe Inflation-Fighter: Bull Case for Industrial StockThe change in equity market leadership looks ever more pronounced with growth-to-value rotation is still in place, thanks to scorching...
Apr 6, 20223 minInversion=Recession?As of lately, recession fears stemming from an inversion in the 2-10 spread yield curve have crowded financial headlines. Leading to many...
Mar 27, 20222 minFed: Full-Hawk Mode! But the Nasdaq said Who Cares… So this is a mystery, indeed. One of the strange movements in equity market in recent days is the relatively strong US stocks, in the...