Monthly Commentary
Recurrent's Previous Monthly Research Commentaries
- Recurrent Mar 2021 - Have investors forgotten how to hedge inflation.pdf
- Recurrent Feb 2021 - Stagflation and Homebuilding.pdf
- Recurrent Jan 2021 - Inflation Hedging, CPI vs. PCI.pdf
- Recurrent Dec 2020 - Midstream FCF Buybacks, China Commod Demand.pdf
- Recurrent Nov 2020 - FCF Expansion, Vaccine Rally.pdf
- Recurrent Oct 2020 - Higher inflation, buybacks, rotation approaching.pdf
- Recurrent Sep 2020 - Record FCF Yields, Energy vs. Metals Lag.pdf
- Recurrent Aug 2020 - Tech vs. Value, Cali Power Crisis.pdf
- Recurrent Jul 2020 - Midstream Tobacco, Metals Outperf.pdf
- Recurrent Jun 2020 - Buffett Buys Pipes, Copper Bounce.pdf
- Recurrent May 2020 - post-COVID FCF, Reopening Trade.pdf