Monthly Commentary

Recurrent's Previous Monthly Research Commentaries

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Jun 2021 - you call that a catch-up trade?

Jun 2021 - you call that a catch-up trade?
May 2021 - from the kindness of strangers to self-sufficiency

May 2021 - from the kindness of strangers to self-sufficiency
Apr 2021 - Signs of reopening strains in commodity markets

Apr 2021 - Signs of reopening strains in commodity markets
Mar 21 - Have investors forgotten how to hedge inflation?

Mar 21 - Have investors forgotten how to hedge inflation?
Feb 21 - Stagflation and Lumber

Feb 21 - Stagflation and Lumber
Jan 21 - Inflation Hedging, CPI vs. PCI

Jan 21 - Inflation Hedging, CPI vs. PCI
Dec 20 - Midstream FCF/Buybacks, China Commod Demand

Dec 20 - Midstream FCF/Buybacks, China Commod Demand
Nov 20 - FCF Expansion, Vaccine Rally

Nov 20 - FCF Expansion, Vaccine Rally
Oct 20 - Higher inflation, sector rotation approaching

Oct 20 - Higher inflation, sector rotation approaching
Sep 20 - Record FCF Yields, Metals lead Energy

Sep 20 - Record FCF Yields, Metals lead Energy
Aug 20 - Tech vs Value, Cali Power Crisis

Aug 20 - Tech vs Value, Cali Power Crisis
Jul 20 - Midstream & Tobacco, Metals Outperformance

Jul 20 - Midstream & Tobacco, Metals Outperformance
Jun 20 - Buffett Buys Pipes, Copper Bounce

Jun 20 - Buffett Buys Pipes, Copper Bounce
May 20 - Post-COVID FCF, Reopening Trade

May 20 - Post-COVID FCF, Reopening Trade

Monthly Commentaries

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