EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance with Ocean Wall - Ben Finegold/Ocean Wall - 28 Oct 25   Macro Tailwinds Persist — What to Use as Early Warning Indicators - Tian Yang/Variant Perception - 29 Oct 25     ROADSHOWS: L/S US Communications, Media & Software Ideas - Andrew Freedman /Hedgeye   •   London   28 - 29 Oct 25       L/S Global Technology Ideas - Felix Wang /Hedgeye   •   London   03 - 04 Nov 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Amsterdam   04 - 05 Nov 25      
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Churchill Research

Mike Churchill - President

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Churchill Research

Mike Churchill - President

Commodities

Equities

Macro

Global

Japan

Emerging Markets

Macroeconomics

Sector Specialist

Fundamental

Long / Short Ideas

Energy

Generalist

Metals & Mining