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Beyond Gold and Silver, Other Commodities Are Starting to Matter
Short notes on oil, copper, and critical minerals.
Jan 29
•
AP Research
19
6
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APFX - Institutional Research
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Insufficient to Break the Equity Structure
A weekly look at what matters and how to trade it. (January 26th)
Jan 26
•
AP Research
27
6
From Davos to Tokyo
JGBs continue to reprice higher, Europe turns to China, and safe havens lead.
Jan 21
•
AP Research
21
8
The Great Rotation to Small Caps
A weekly look at what matters and how to trade it. (January 19th)
Jan 19
•
AP Research
24
7
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AP Research
Global macro perspectives and multi-asset strategy from a discretionary investment team.
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Primers
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Global Primer Series: Precious Metals (Gold)
Understanding the unique dynamics of the gold market.
Jan 3
98
10
25
Global Primer Series: Corporate Bonds
Corporate bonds are the backbone of how companies borrow money.
Nov 28, 2025
•
AP Research
67
2
12
Global Primer Series: SOFR Options
Understanding SOFR options and trading.
Sep 28, 2025
•
AP Research
68
2
16
Global Primer Series: Volatility Products
The risk measure that moves every other market.
Aug 17, 2025
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AP Research
42
1
13
Thematics
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Thematics: A New Year of Risk
Thematic baskets, performance, and the road into Q1.
Jan 16
•
AP Research
18
4
Out of Consensus
The 2026 Year Ahead.
Dec 19, 2025
•
AP Research
37
2
8
Rachel's Reckoning
And maybe Starmer's, too.
Nov 19, 2025
•
AP Research
24
11
Thematics: Fall Risk
Taking stock of our baskets' performance.
Nov 2, 2025
•
AP Research
31
2
7
Week Ahead
View all
Insufficient to Break the Equity Structure
A weekly look at what matters and how to trade it. (January 26th)
Jan 26
•
AP Research
27
6
The Great Rotation to Small Caps
A weekly look at what matters and how to trade it. (January 19th)
Jan 19
•
AP Research
24
7
Bulls Ignore Geopolitics, For Now
A weekly look at what matters and how to trade it. (January 12th)
Jan 12
•
AP Research
26
1
6
Removing Maduro, Moving Markets
A weekly look at what matters and how to trade it. (January 5th)
Jan 5
•
AP Research
26
8
Market Memo
View all
Beyond Gold and Silver, Other Commodities Are Starting to Matter
Short notes on oil, copper, and critical minerals.
Jan 29
•
AP Research
19
6
From Davos to Tokyo
JGBs continue to reprice higher, Europe turns to China, and safe havens lead.
Jan 21
•
AP Research
21
8
Divided We Stand, United We Fall
What markets have priced and mispriced post-FOMC.
Dec 11, 2025
•
AP Research
33
3
8
Hunting Reversal Trades
Finding opportunity in window-dressing selloffs
Dec 4, 2025
•
AP Research
23
6
7
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