Independent Research Forum - Where Investors Meet Expert Providers

Global Crisis in the Video Games Market

20/09/22

Pelham Smithers

The geopolitical chaos created by the four new empires and a Security/Terrorism roundup around the world

08/09/22

Olivier Guitta

GlobalStrat

Cautious Optimism for Second Half 2022 - Consumer and Retail Equities Research

07/09/22

Mark Friedman

Mind The Gap: Bridging China’s Short Term Growth Shocks and Long Term Macro Strategy

Marni Shapiro

06/09/22

William Hess

Profiting from the "Capital Cycle Factor"

Song Gao

01/09/22

Tian Yang

Variant Perception

Meet the New Regime, Same as the Old Regime

18/08/22

Brian McCarthy

Turning on a Dime

10/08/22

Julian Brigden

Macro in a World of Imbalances

03/08/22

Jonathan Turek

What Comes After the Stagflation?

13/07/22

Dr. Frank Shostak

Derek Sicklen

Breaking the Yield Curve

07/07/22

Brian Pellegrini

The Great Reset - The World is Changing and Changing Fast

06/07/22

Christophe Ollari

Ollari Consulting

Stock Markets and Investments 2022 : Don't Let A Good Investment Crisis Go To Waste

30/06/22

Joel Litman

Valens Research

“Liquidity Is Terrible” (FT June, 2022) …But It’s Set To Get Much Worse

27/06/22

Michael Howell

Crypto Oversight and Regulatory Arbitrage: Views from Washington, Brussels & London

21/06/22

Ian Katz

Gergely Polner

Equity Shorting Conference

16/06/22

Mark Hiley

The Pandemic Brings the Curtain Down on Secular Stagnation

Eric Fernandez

Two Rivers Analytics

Rickin Thakrar

Global Equity Research

Brent Miller

Gradient Analytics

Neeraj Monga

Antya Investments

Teun Teeuwisse

TT Equity Research

14/06/22

Gerard Minack

The World Wants Canada's Energy – Canadian Utilities and Infrastructure Sector Outlook

07/06/22

Darryl McCoubrey

Veritas Investment Research

Is The New Jay Powell The Same as the Old?

26/05/22

Danielle DiMartino Booth

Quill Intelligence

No Boom, No Bust, Slowing Inflation, Rising Interest Rates and Range-Bound S&P500

25/05/22

Jason Benderly

Benderly Economic Insights

TMT Best Ideas Conference

19/05/22

Brett Simpson

Robert Graham-Brown

Richard Windsor

Craig Huber

Tom Morphis

Michael Fox

Inflection Point Research

Pelham Smithers

Eric Kress

Japan Macro and prospects for the Yen

17/05/22

Ryoji Musha

From Late Cycle to Recession

11/05/22

Phil Suttle

Financial and Economic conditions seen through the Banking sector

26/04/22

Charles Peabody

Portales Partners

Brent Erensel

US Macro Landscape - Despite the obvious headwinds, It’s still the best shelter in the storm

20/04/22

Neil Dutta

Renaissance Macro Research

Steve Pavlik

Portfolio Doctor: Fractured Banks, Autos and Tech but Energy and Defensive Sectors Are Healthy

14/04/22

Michael Belkin

Geopolitics – The West vs Russia

05/04/22

Niall Ferguson

Everything Looks Different Today

31/03/22

James Lucier

The Global Economic and Financial Landscape Post-Ukraine

Ian Katz

Rob Smith

Robert Kaminski

Byron Callan

30/03/22

Preston Llewellyn

Inflation, Recession or Both?

Dr John Llewellyn

Saul Eslake

24/03/22

Derek Sicklen

Mega-Thematics - Climate, China, Digitization, and Demographics

Dr. Frank Shostak

23/03/22

Paul Krake

View from the Peak

Energy Crisis: The Pendulum Swings

21/03/22

Mark Latham

EM Macro Conference

16/03/22

Manoj Pradhan

Gergely Polner

William Hess

Song Gao

Shumita Sharma Deveshwar

Marcos Buscaglia

Hani Sabra

Peter Attard Montalto

Cribstone Strategic Macro

Mike Harris

The Year of the Tiger is Biting Hard

10/03/22

David Rosenberg

Rosenberg Research

Russia Ukraine Crisis and Implications for Europe

09/03/22

Wolfgang Munchau

Eurointelligence

China Policy Easing in '22? A Look Inside China Beige Book's Latest Credit Data

02/03/22

Leland Miller

It’s All About Financial Conditions

24/02/22

Julian Brigden

Liquidity Liquidity Liquidity

23/02/22

Patrick Perret-Green

PPG Macro

Keep it Simple - It's All About Energy

17/02/22

Kathleen Kelley

China A-Share Investment Outlook

10/02/22

Don Ma

Horizon Insights

Fashion Shift to Drive Healthy U.S. Retail Sales in 1H 2022

10/02/22

Mark Friedman

Top Biotech Shorts and Longs for 2022

Marni Shapiro

09/02/22

Aaron Fletcher

Bios Research

AgTech Opportunities

08/02/22

Nick Anderson

Sustainable Investing

Daniel Waterman

The Liquidity Threat Looming Over Markets in 2022

04/02/22

Michael Howell

Talking Shop: Browsing for High Yield Retail Bargains

03/02/22

Wolfgang Felix

This Time, it IS Different: Risk and Opportunity in 2022

02/02/22

James Aitken

Aitken Advisors

Outlook for 2022: Fundamentals Will Matter, Time to Do your Diligence

27/01/22

David Trainer

New Constructs

European Politics and Geopolitics, Inflation and Fiscal Reform in Europe, Regulation and Crypto in 2022

26/01/22

James McBride

The Market is All-in on a Return to Lowflation. It’s Wrong

Hugo Coelho

Gergely Polner

25/01/22

Gerard Minack

Is the Bull Market for Oil Over?

20/01/22

Mike Rothman

Chemicals: Your Window on the World

13/01/22

Paul Satchell

2022 Outlook

12/01/22

David Murrin

Biden’s Act 2

08/12/21

James Lucier

Is the great post-pandemic bull market over?

Kim Monk

Ian Katz

Robert Kaminski

Byron Callan

Rob Smith

02/12/21

Donald Luskin

TrendMacro

IRF Shorting Conference Call 2

01/12/21

Zhiping Zhao

Jon Telgener

Thomas Chanos

Kurt Feshbach

Britt McLoy

Dr Elliot Favus

Favus Institutional Research

Slump-flation in 2022?

24/11/21

Michael Howell

Cybersecurity, Cryptocurrencies and Safely Navigating the Metaverse: Digital Security and Asset Scarcity Underpinned by Blockchain Payments Architecture

23/11/21

Sean Maher

Behavioural Sciences and the Psychology of the Sell

18/11/21

Herman Brodie

Prospecta

EU Net Zero equity plays: boring high voltage interconnectors offer long term FCF & returns, hyped hydrogen electrolyzers don’t

17/11/21

Steven Bowen

Sustainable Investing

Daniel Waterman

Looking at the big supply side issues with Big Data

10/11/21

Jeffrey Young

Inflation, Terminal Rates and the Central Bank Peloton

03/11/21

Manoj Pradhan

The Gold and Silver Bull Market is Not Over

02/11/21

Jeffrey Christian

Emerging Markets Conference Call

21/10/21

Hani Sabra

Zekeriya Ozturk

Peter Attard Montalto

Christopher Granville

Disrupting the Financial Services Industry

Menzi Ndhlovu

Signal Risk

20/10/21

Marc Rubinstein

Fordington Advisors

Stagflation, Disinflation, Divergence - Key Themes for 2021Q4 and on into 2022

19/10/21

Andrew Hunt

Japanese Market Impact under New Prime Minister

14/10/21

Ryoji Musha

Safe As Houses: European HY Real Estate Bombs

14/10/21

Wolfgang Felix

China vs USA; Clash of the Titans - The Panda Awakes

13/10/21

Richard Windsor

Radio Free Mobile

Exploring the Contemporary US Beverage Market

12/10/21

Gary Hemphill

Beverage Marketing Corporation

Brian Sudano

Beyond Evergrande: Why Xi's New Derisking Efforts are China's Biggest Policy Shift in Two Decades

07/10/21

Leland Miller

Investment in a Sawtooth Pandemic Recovery

06/10/21

David Roche

China Industry 4.0: Winners from China's Regulatory Crackdown

05/10/21

Eoin Gleeson

The Reflation Trade at a Crossroads

Michael Orme

28/09/21

Brian McCarthy

Policy Makers are Playing with Fire!

German Election Special

23/09/21

Christopher Gluck

Helen Thomas

Wolfgang Munchau

Joseph de Weck

23/09/21

Julian Brigden

US Policy Catalysts: H2 2021

21/09/21

Brandon Barford & Stephen Myrow

Beacon Policy Advisors

Beat the Crowd: Major Year-End Sector Rotation Shift Has Started

16/09/21

Michael Belkin

Global Macro Trade Ideas

15/09/21

Jonathan Turek

Autos, Payments and Materials - High Conviction US Equity Ideas

15/09/21

John Healy, Kartik Mehta & Kevin Hocevar

Northcoast Research

Outlook on Chinese Capital Markets - Will Divergence Continue?

07/09/21

Josh Sheng

Datayes

Is it Occasionally Wise to be Conventional?

02/09/21

Richard Edwards

HED Capital Management

Video Gaming Sector Update

01/09/21

Eric Kress

The Major Upcoming Risks to Portfolios

19/08/21

Derek Sicklen

China Factors in Base Metals

Peter Stellios

Dr. Frank Shostak

18/08/21

William Hess

US Equities - Navigating an Expensive Market

Song Gao

06/08/21

Salvatore Ruscitti

China Internet - Regulatory Risks

04/08/21

Michael Clendenin

RedTech Advisors

A Post-China World: Peak Liquidity and Peak Growth?

29/07/21

Michael Howell

Why Much Higher Inflation Will be Sustained

28/07/21

David Ranson

HCWE & Co.

IRF Conference on Commodities

20/07/21

Vandana Hari

Vanda Insights

Kathleen Kelley

Huw Roberts & Claire Hassall

CHR Metals

Jeffrey Christian

Tony Robson

Mark Latham

Can US Retailers accelerating sales trends continue in 2H 2021

Gaius King

Janus Analysis

14/07/21

Mark Friedman

China Inflation Fears, Deleveraging Pain, & Beijing's New Commodities Strategy: A Look Inside Our New China Economic Data

Marni Shapiro

08/07/21

Leland Miller

The Race to Keep Ahead of the Virus / Macroeconomics / UK/EU Relations

07/07/21

James McBride

How to Play Profitable Spinoffs that The Street Misses

06/07/21

Jim Osman & Jonathan Morgan

The Edge

Understanding Digital Currencies

25/06/21

Santiago Espinosa

"Peak Growth" does not mean "Peak Markets"

24/06/21

Jeffrey Young

Auto markets accelerate into an electrified and autonomous world

22/06/21

Paul Hodges

Latin America: at the start of another lost decade?

17/06/21

Marcos Buscaglia

IRF Shorting Conference Call

16/06/21

Mark Hiley

Robert Prather

Thomas Beevers

Jay Van Sciver

Jeff Middleswart & Bill Whiteside

Behind the Numbers

Inflation, Central Bank Transition, A PMI Cycle Peak, & Hedging China Risks

16/06/21

Craig Ferguson

Antipodean Capital Management

Alternative Fuel Vehicle Rankings: Multi-Factor Model Call

10/06/21

Michael Webber

Webber Research

Rob Meaney

Greg Wasikaowski

So what’s next for the oil sector?

09/06/21

Mike Rothman

What’s Brewing in Brazil? Climate Calamity Creates Coffee Crisis

02/06/21

Judith Ganes

J Ganes Consulting

How Far will Reflation Go?

01/06/21

Gerard Minack

Sunspot Inflation in 2021, the Real McCoy in 2022

27/05/21

Manoj Pradhan

Can the American republic – and its capital markets – survive the nation’s flirtation with the “total state"?

26/05/21

Stephen Soukup

The Political Forum

Fizzle Exceeds Sizzle Outside the United States…There Ain't No Inflation There

20/05/21

Carl Weinberg

Investment Opportunities in The Clean Energy Transition, From Mining to Materials Science Plays

13/05/21

Sean Maher

5G Networks / TV Streaming / Renewable Energy

12/05/21

Peter White, Caroline Gabriel & Alex Davies

Rethink Technology Research

Sector Shift: The Best Offence is a Good Defence

06/05/21

Michael Belkin

Post Covid: Successfully trading Working Capital?

05/05/21

Wolfgang Felix

What to Expect from Washington - Clean Energy, Infrastructure, Health

29/04/21

James Lucier

R* and the Real Yield Vigilantes

Kim Monk

27/04/21

Manoj Pradhan

Insight into China’s Political Economy

26/04/21

Song Gao

The Worry or the Wow? Global Macro & Markets on Multiple time frames

William Hess

21/04/21

Chris Watling

Geopolitical Shifts in the Middle East in the Context of a New Administration in Washington

20/04/21

Hani Sabra

Nanotechnology: How we are engineering life from the bottom up

15/04/21

Michael Orme

Intertemporal Disequilibrium and a World of Bubbles

Eoin Gleeson

13/04/21

Brian Pellegrini

Vaccines End Recession Begins

31/03/21

Helen Thomas

Finding Value in the Stocks 2020 Left Behind

24/03/21

Jonathan Boyar

Boyar Research

China's Economy and Behind the Scenes of Biden Administration's Developing China Policy

23/03/21

Leland Miller

Staying Ahead of the Fed: Austrian Monetary Theory's Key Leading Indicator

18/03/21

Derek Sicklen

The Leading Indicator That’s Always Ahead of the Fed

Dr. Frank Shostak

18/03/21

Derek Sicklen

The Politics of Catastrophe

Dr. Frank Shostak

17/03/21

Niall Ferguson

No Quick Fix for the UK Predicament

15/03/21

Peter Warburton

Economic Perspectives

Latest Global Macro Views

11/03/21

Phil Suttle

EM Macro & Commodities Conference

10/03/21

Whitney Baker

Totem Macro

Christopher Granville

Kathleen Kelley

Grace Fan

Peter Attard Montalto

Zekeriya Ozturk

Millennium Emerging Europe

Andras Radnoti

Barnabas Mester

Tatiana Orlova

Emerginomics

Constance Malleret

Intelligence Research

US Fiscal & Monetary Policy, the Economy, Inflation and Markets Outlook

09/03/21

Conrad DeQuadros

RDQ Economics

John Ryding

How Money is Evolving & What Investors Need to Know as the Banking and Payments Industries Intersect

04/03/21

Howard Mason

Renaissance Macro Research

How long can the Pax Draghiana last?

03/03/21

Francesco Galietti

Policy Sonar

Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest

25/02/21

Brian Pellegrini

Chinese Internet, Hardware & Global Semiconductors

25/02/21

Ellen Huang

Westlake International

2021 Outlook: Three Cycle Tailwinds and Policy Risks

23/02/21

Barry Knapp

Ironsides Macroeconomics

Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued?

22/02/21

Dr. John Llewellyn

Will the End of the Pandemic Turn Out Negative for Markets?

17/02/21

Dominique Dwor-Frecaut

Dwor-Frecaut Macro

Time to Buckle Up? - Divergent Trends & The Return of Inflation

16/02/21

Andrew Hunt

Pacific Inflation, Atlantic Stagflation – The World Diverges

16/02/21

Andrew Hunt

Will Gold Post New Highs in 2021, or is the Bull Market Over?

12/02/21

Philip Newman

Metals Focus

2021 Oil Market Forecast

04/02/21

Mike Rothman

Collapse Looms Large

03/02/21

David Murrin

Stressed & Distressed - What to do in 2021?

02/02/21

Stan Manoukian

Independent Credit Research

Huge Opportunity In US High-Quality Mid-Cap Names

28/01/21

Matt Malgari

Kailash Concepts Research (KCR)

The Illusions of Asset Inflation in 2021

27/01/21

Stephen Martus

Macro Hedge Advisors

Can 2021 Live Up to Expectations?

27/01/21

Gerard Minack

Global Liquidity in 2021: A Warning

21/01/21

Michael Howell

The Key Geopolitical Risks of 2021 and Beyond

20/01/21

Christopher Parry

Merl House

Commodities - Finally, a Bull Market

19/01/21

Mark Latham

Biden joins Emily in Paris

The World's Best Trade

16/12/20

Raoul Pal

Global Macro Investor

15/12/20

Thanos Papasavvas

ABP Invest

Geopolitics - Prospects, Risks and Opportunities in 2021

11/12/20

Sarah Fowler

Oxford Analytica

Money Supply, the Business Cycle and Asset Allocation

09/12/20

Peter Stellios

Macro drives policy and policy drives markets

Dr. Frank Shostak

Derek Sicklen

07/12/20

Julian Brigden

Macro trends affecting the CEE and Ukraine

03/12/20

Andras Radnoti

Millennium Emerging Europe

Barnabas Mester

Global growth and implications for EM

02/12/20

Manoj Pradhan

Shifting from Uncertainty to Analyzable Macro Risks

01/12/20

Conrad DeQuadros

RDQ Economics

John Ryding

Best Metal and Mining Stock Ideas for 2021

25/11/20

Tony Robson

David Radclyffe

Cold Lazarus

25/11/20

David Roche

The Shift to Fiscal Dominance and What it Means for Investors

24/11/20

Gerard Minack

Current Themes - The Great Moderation, Bitcoin, Treasury Bonds, Corporate Yield and the Vaccine

20/11/20

Jared Dillian

The Daily Dirtnap

Is US Losing Global Tech Leadership to Asia?

19/11/20

Sean Maher

Has The Circus Left Washington?

17/11/20

James Lucier

U.S. Elections, Bottlenecks and Inflation

12/11/20

Brian Pellegrini

The impact of COVID on Cyber Security spending

11/11/20

Tom Morphis

Sales Pulse Research

Mike Rothman

Chile Economic Outlook: Walking on Ice

10/11/20

Igal Magendzo

Pacifico Research

Investing During a Pandemic & China Coming Out of the Pandemic

04/11/20

Charles Hess

Inferential Focus

Eric Zavolinsky

U.S. 2020 Elections: A Lot Is At Stake For Markets

30/10/20

Peter Perkins

The 2021 Bubble

22/10/20

Michael Howell

Outlook for Energy and Commodities – DR. Distillate is Telling Us A Different Story

Inflation Inflexion

20/10/20

Tim Bond

Tim Bond Global Speculations

20/10/20

Kathleen Kelley

U.S. Election Impact on Health Care

16/10/20

Kim Monk

Turkey and South Africa Macro

Rob Smith

14/10/20

Peter Attard Montalto

Zekeriya Ozturk

Gold/Silver/Copper Outlook

14/10/20

Dr. Martin Murenbeeld

Murenbeeld & Co

Global Macro & Geopolitics

07/10/20

Nouriel Roubini

Rosa & Roubini Associates

Brunello Rosa

Peter Cecchini

Macro/Market Outlook and Asset Allocation

07/10/20

Callum Thomas

Topdown Charts

Global Macro & Strategy with Investment Recommendations - Occam's Razor

01/10/20

Chris Watling

What is the Chemicals Industry Telling Us About the Q4 Outlook?

29/09/20

Paul Hodges

China Internet Sector Review and Outlook

29/09/20

Michael Clendenin

RedTech Advisors

Trump, Trade, Tensions & China's Economy: Assessing Risk in the run-up to the 2020 US Election

28/09/20

Leland Miller

Forensic Accounting Training Presentations

Its Geopolitics, Stupid!

24/09/20

Thanos Papasavvas

ABP Invest

24/09/20

Paul Nagy

PN Finance

The Big Macro Issues Going Forward: Policy and the Trajectory of Recovery

23/09/20

Russell Jones

Welcome to Fear City

16/09/20

Niall Ferguson

Velocity of People

11/09/20

Helen Thomas

ESG Megatrends in a Post-Pandemic world

10/09/20

François Boutin-Dufresne

Sustainable Market Strategies

Tesla: Why the company’s share price makes no sense and an introduction to Overstock.com

09/09/20

Nathan Weiss

Unit Economics

The Forthcoming Change in Bond/Stock Correlation

03/09/20

Dominique Dwor-Frecaut

Dwor-Frecaut Macro

Inflation expectations: Will it be different this time?

27/08/20

Peter Warburton

Economic Perspectives

Video Gaming Outlook - Holiday Expectations, Hardware Cycle and IDFA Removal

20/08/20

Eric Kress

Luxury retailers penetration in China

Oil Market Outlook

12/08/20

Vandana Hari

Vanda Insights

06/08/20

Junheng Li

JL Warren Capital

China’s New Scheme for Self-Sufficiency

29/07/20

Song Gao

Liquidity Pocket Followed By Global Growth Rocket

William Hess

22/07/20

Teddy Vallee

Pervalle Macro

Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation

16/07/20

Sean Maher

The Great Chinese Challenge

16/07/20

David Murrin

Global Liquidity Latest: It’s A Big, Beautiful ‘V’

China Channel Checks

08/07/20

Ellen Huang

Westlake International

02/07/20

Michael Howell

Deficits, the Fed and the Post-Corona Outlook for Inflation

02/07/20

Richard Hockenson

Hokenson Demographics

Schumpeter’s Gale: It’s never different this time

01/07/20

Barry Knapp

Ironsides Macroeconomics

Depression to Recession, Not Recovery

25/06/20

Keith McCullough

Hedgeye

Asia After the Crisis

24/06/20

Manu Bhaskaran

Centennial Asia Advisors

The Outlook from Washington

18/06/20

James Lucier

Infinite QE: The great divide to close?

17/06/20

Andrew Hunt

Is There a Disconnect between Capital Markets and the “Real” US Economy?

UK macro

12/06/20

Philip Rush

Heteronomics

Outlook for Gold

03/06/20

Dr. Martin Murenbeeld

Murenbeeld & Co

02/06/20

David Ranson

HCWE & Co.

China macro / National People's Congress analysis

29/05/20

Charles Su

Horizon Insights

A Dance with a Depression

26/05/20

Simon White

Variant Perception

EM: What will it take to get to “Whatever It Takes”

22/05/20

Manoj Pradhan

Buy Buy Buy as Sentiment is far too Bearish

19/05/20

Michael Belkin

The Global Economic Outlook post Covid

19/05/20

Phil Suttle

Primary research on China

13/05/20

Leland Miller

Investor Decisions Amid Consumer and Retail Turmoil

11/05/20

Stacey Widlitz

SW Retail Advisors

The Unfolding

06/05/20

Raoul Pal

Global Macro Investor

Oil: Where Do We Go From Here?

05/05/20

Mike Rothman

COVID-19 - Epidemiology Analysis Shows Clear Exit Plan

27/04/20

Naresh Chouhan

Intron Health

China’s recovery (or not), the deteriorating state of U.S.-China relations

27/04/20

Brian McCarthy

COVID-19 Can Change Everything

22/04/20

Gerard Minack

It All Comes To Nought

21/04/20

Helen Thomas

Banks - Credit, liquidity, market risk, in unison

20/04/20

Daniel Tabbush

Tabbush Report

Global liquidity set to surge by 40% - What are the implications?

16/04/20

Michael Howell

Roadmap for the Allocation of Capital

15/04/20

Chris Watling

Preparing for the Inflationary Backlash

Harry Colvin

09/04/20

Peter Warburton

Economic Perspectives

Where are we now? Markets are suspended but what will the AC world look like?'

08/04/20

Andrew Hunt

Understanding the sequencing of China's Policy Response to Covid-19

07/04/20

Song Gao

Equity Investing into the Abyss

William Hess

03/04/20

Jonathan Boyar

Boyar Research

A General Turn in Macro with Implications for All Markets

02/04/20

Julian Brigden

Humans are the Weakest Link. Invest in the Machines!

02/04/20

Sean Maher

Economic and financial consequences of the crisis

27/03/20

Nouriel Roubini

Rosa & Roubini

Brunello Rosa

Oil - Taken leave of its senses

27/03/20

Mark Latham

The debt-fuelled ring of fire

24/03/20

Paul Hodges

The Effect of COVID-19 on Technology Supply Chains

23/03/20

Shannon Cross

Cross Research

Stocks, FX, Bonds, Commodities

17/03/20

David Murrin

Global Liquidity Risks in 2020 & Beyond

06/03/20

Brian Pellegrini

Divesting Out Of Oil & Towards New Opportunities

19/02/20

François Boutin-Dufresne

Sustainable Market Strategies

Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020

11/02/20

Matthieu Raimbault

Palissy Advisors

The China Syndrome - Thematic with Trade Recommendations

06/02/20

Sean Maher

Global Macro - More Goldilocks

29/01/20

Gerard Minack

Forensic Accounting Training Presentations - Paid Sessions

14/01/20

Paul Nagy

PN Finance

Global Metals & Mining Fundamental Research

13/01/20

Tony Robson

Behavioural Finance - Diversity & Inclusion

13/01/20

Herman Brodie

Prospecta

The madness of modern monetary policy; a.k.a where are all the bubbles?

10/12/19

Chris Watling

What happens if (and when) the global economy rebounds into 2020?

14/11/19

Phil Suttle

Why doesn’t China embark on Stimulus? Why do Chinese credit markets remain so calm? How do balanced capital flows square with talk of a dollar shortage?

17/10/19

Brian McCarthy

5G: is this the biggest disruption in telecoms since the dotcom bubble?

03/10/19

James Ratxer

New Street Research

Andrew Entwistle

US Outlook: Just A “MidCycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy?

20/09/19

Jim O'Sullivan

EM Investing At the End of the Cycle

18/09/19

Whitney Baker

Totem Macro

Global Macro - Market Commentary. Navigating Brexit: 'What options for Boris!? No Deal, Election, Delay? In addition to Helen, hear from a Northern Ireland Specialist on how the border will be dealt with

13/09/19

Helen Thomas

Global Macro - The Dollar Recession

14/08/19

Andrew Hunt

Stock Picking: European Equity Long and Short Ideas

11/07/19

Mark Hiley

Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas

06/06/19

Matthieu Raimbault

Palissy Advisors

More Goldilocks: the US expansion keeps going

05/06/19

Gerard Minack

European Long and Short Equity Ideas

24/04/19

Jules Hull

Forensic Alpha

Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower

26/03/19

Michael Howell

Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more

01/03/19

Michael Orme

After an 'all-fall-down' year is the bad news in the price?

22/01/19

Gerard Minack

Latest Macro Insights on US, Europe, Brexit and China

21/01/19

Carl Weinberg

Global Macro - Flow of Funds approach Macro Economic Analysis

Jim O'Sullivan

12/12/18

Andrew Hunt

Growth and Inflation - The biggest risks to market equilibrium

06/11/18

Ronnie Aked

How to invest when Democracy is under threat?

17/10/18

David Roche

US vs China - Market Implications of the Coming Disruption to Global Capital Flows

12/09/18

Michael Howell

Latest Macro Insights

28/06/18

Chris Watling

Fundamental Research on Global Economic and Market Trends

19/06/18

Gerard Minack

Thematic Research and Actionable Asset Allocation

25/01/18

Sean Maher

IRF was a Media Partner for the London Value Conference

09/05/17

IRF Co-Sponsored Global Independent Research Conference

09/03/17

Italy’s forthcoming elections: This time is different

Thu 22 September, 2022

Wolfango Piccoli

Teneo

China’s ‘Green OPEC’ Dominating the Global Energy Transition

Wed 21 September, 2022

Sean Maher

Global Crisis in the Video Games Market

Tue 20 September, 2022

Pelham Smithers

The geopolitical chaos created by the four new empires and a Security/Terrorism roundup around the world

Thu 08 September, 2022

Olivier Guitta

GlobalStrat

Cautious Optimism for Second Half 2022 - Consumer and Retail Equities Research

Wed 07 September, 2022

Mark Friedman

Marni Shapiro

Mind The Gap: Bridging China’s Short Term Growth Shocks and Long Term Macro Strategy

Tue 06 September, 2022

William Hess

Song Gao

Profiting from the "Capital Cycle Factor"

Thu 01 September, 2022

Tian Yang

Variant Perception

Meet the New Regime, Same as the Old Regime

Thu 18 August, 2022

Brian McCarthy

Turning on a Dime

Wed 10 August, 2022

Julian Brigden

Macro in a World of Imbalances

Wed 03 August, 2022

Jonathan Turek

What Comes After the Stagflation?

Wed 13 July, 2022

Dr. Frank Shostak

Derek Sicklen

Breaking the Yield Curve

Thu 07 July, 2022

Brian Pellegrini

The Great Reset - The World is Changing and Changing Fast

Wed 06 July, 2022

Christophe Ollari

Ollari Consulting

Stock Markets and Investments 2022 : Don't Let A Good Investment Crisis Go To Waste

Thu 30 June, 2022

Joel Litman

Valens Research

“Liquidity Is Terrible” (FT June, 2022) …But It’s Set To Get Much Worse

Mon 27 June, 2022

Michael Howell

Crypto Oversight and Regulatory Arbitrage: Views from Washington, Brussels & London

Tue 21 June, 2022

Ian Katz

Gergely Polner

Equity Shorting Conference

Thu 16 June, 2022

Nordic Stonks

Mark Hiley

Builders FirstSource, Inc. (BLDR)

Eric Fernandez

Two Rivers Analytics

Target (TGT)

Rickin Thakrar

Global Equity Research

Lamb Weston Holdings Inc (LW)

Brent Miller

Gradient Analytics

Ceridian HCM Holding (CDAY)

Neeraj Monga

Antya Investments

Boohoo Group PLC (BOO)

Teun Teeuwisse

TT Equity Research

The Pandemic Brings the Curtain Down on Secular Stagnation

Tue 14 June, 2022

Gerard Minack

Veritas Investment Research

The World Wants Canada's Energy – Canadian Utilities and Infrastructure Sector Outlook

Tue 07 June, 2022

Darryl McCoubrey

Is The New Jay Powell The Same as the Old?

Thu 26 May, 2022

Danielle DiMartino Booth

Quill Intelligence

No Boom, No Bust, Slowing Inflation, Rising Interest Rates and Range-Bound S&P500

Wed 25 May, 2022

Jason Benderly

Benderly Economic Insights

TMT Best Ideas Conference

Thu 19 May, 2022

Marvell Technology (MRVL) & TSMC (TSMC)

Brett Simpson

Robert Graham-Brown

Richard Windsor

The Upcoming Battle for Control of the DPU Market

Pelham Smithers

S&P Global (SPGI)

Craig Huber

Huber Research

Meta (FB)

Eric Kress

Inflection Point Research

Alteryx

Tom Morphis

Sales Pulse Research

Data Center Derivatives, Follow the Money in Semis, Networking and Optical

Michael Fox

Japan Macro and prospects for the Yen

Tue 17 May, 2022

Thu 19 May, 2022

Ryoji Musha

From Late Cycle to Recession

Wed 11 May, 2022

Phil Suttle

Renaissance Macro Research

Financial and Economic conditions seen through the Banking sector

Tue 26 April, 2022

Charles Peabody

Portales Partners

Brent Erensel

US Macro Landscape - Despite the obvious headwinds, It’s still the best shelter in the storm

Wed 20 April, 2022

Neil Dutta

Steve Pavlik

Portfolio Doctor: Fractured Banks, Autos and Tech but Energy and Defensive Sectors Are Healthy

Thu 14 April, 2022

Michael Belkin

Geopolitics – The West vs Russia

Tue 05 April, 2022

Niall Ferguson

Everything Looks Different Today

Thu 31 March, 2022

James Lucier

Ian Katz

Rob Smith

Robert Kaminski

Byron Callan

The Global Economic and Financial Landscape Post-Ukraine

Wed 30 March, 2022

Preston Llewellyn

Dr John Llewellyn

Saul Eslake

Inflation, Recession or Both?

Thu 24 March, 2022

Derek Sicklen

Dr. Frank Shostak

Mega-Thematics - Climate, China, Digitization, and Demographics

Wed 23 March, 2022

Paul Krake

View from the Peak

Energy Crisis: The Pendulum Swings

Mon 21 March, 2022

Mark Latham

EM Macro Conference

Wed 16 March, 2022

EM Central Banks can Ease even when the Fed is Hiking

Manoj Pradhan

Russia and Ukraine Political Update

Gergely Polner

China Post-NPC Macro and Market Outlook

William Hess

Song Gao

India - World’s Fastest Growth Hides Structural Flaws

Shumita Sharma Deveshwar

Latin America - How Does the War in Ukraine Change the Economic Outlook

Marcos Buscaglia

The Middle East at a Crossroad

Hani Sabra

South Africa - Everything Links Back to Eskom

Peter Attard Montalto

Cribstone Strategic Macro

Turkey - Palliative Policy

Mike Harris

The Year of the Tiger is Biting Hard

Thu 10 March, 2022

David Rosenberg

Rosenberg Research

Russia Ukraine Crisis and Implications for Europe

Wed 09 March, 2022

Wolfgang Munchau

Eurointelligence

China Policy Easing in '22? A Look Inside China Beige Book's Latest Credit Data

Wed 02 March, 2022

Leland Miller

It’s All About Financial Conditions

Thu 24 February, 2022

Julian Brigden

Liquidity Liquidity Liquidity

Wed 23 February, 2022

Patrick Perret-Green

PPG Macro

Keep it Simple - It's All About Energy

Thu 17 February, 2022

Kathleen Kelley

China A-Share Investment Outlook

Thu 10 February, 2022

Don Ma

Horizon Insights

Fashion Shift to Drive Healthy U.S. Retail Sales in 1H 2022

Thu 10 February, 2022

Mark Friedman

Marni Shapiro

Top Biotech Shorts and Longs for 2022

Wed 09 February, 2022

Aaron Fletcher

Bios Research

AgTech Opportunities

Tue 08 February, 2022

Nick Anderson

Sustainable Investing

Daniel Waterman

The Liquidity Threat Looming Over Markets in 2022

Fri 04 February, 2022

Michael Howell

Talking Shop: Browsing for High Yield Retail Bargains

Thu 03 February, 2022

Wolfgang Felix

This Time, it IS Different: Risk and Opportunity in 2022

Wed 02 February, 2022

James Aitken

Aitken Advisors

Outlook for 2022: Fundamentals Will Matter, Time to Do your Diligence

Thu 27 January, 2022

David Trainer

New Constructs

European Politics and Geopolitics, Inflation and Fiscal Reform in Europe, Regulation and Crypto in 2022

Wed 26 January, 2022

James McBride

Hugo Coelho

Gergely Polner

The Market is All-in on a Return to Lowflation. It’s Wrong

Tue 25 January, 2022

Gerard Minack

Is the Bull Market for Oil Over?

Thu 20 January, 2022

Mike Rothman

Chemicals: Your Window on the World

Thu 13 January, 2022

Paul Satchell

2022 Outlook

Wed 12 January, 2022

David Murrin

Biden’s Act 2

Wed 08 December, 2021

James Lucier

Omega Healthcare Investors (OHI)

Kim Monk

Ian Katz

Robert Kaminski

Byron Callan

Rob Smith

Is the great post-pandemic bull market over?

Thu 02 December, 2021

Donald Luskin

TrendMacro

IRF Shorting Conference Call 2

Wed 01 December, 2021

Thor Industries (THO)

Britt McLoy

Off Wall Street

Kurt Feshbach

The Bindle Paper

Ascendis Pharma (ASND)

Dr Elliot Favus

Favus Institutional Research

Walt Disney Company (DIS)

Zhiping Zhao

Thomas Chanos

Jon Telgener

Slump-flation in 2022?

Wed 24 November, 2021

Michael Howell

Cybersecurity, Cryptocurrencies and Safely Navigating the Metaverse: Digital Security and Asset Scarcity Underpinned by Blockchain Payments Architecture

Tue 23 November, 2021

Sean Maher

Behavioural Sciences and the Psychology of the Sell

Thu 18 November, 2021

Herman Brodie

Prospecta

EU Net Zero equity plays: boring high voltage interconnectors offer long term FCF & returns, hyped hydrogen electrolyzers don’t

Wed 17 November, 2021

Steven Bowen

Sustainable Investing

Daniel Waterman

Looking at the big supply side issues with Big Data

Wed 10 November, 2021

Jeffrey Young

Inflation, Terminal Rates and the Central Bank Peloton

Wed 03 November, 2021

Manoj Pradhan

The Gold and Silver Bull Market is Not Over

Tue 02 November, 2021

Jeffrey Christian

Emerging Markets Conference Call

Thu 21 October, 2021

Is a more fragmented Middle East more stable?

Hani Sabra

Turkey: Outlook going forward

Zekeriya Ozturk

South Africa: A tumultuous 18-month political cycle ahead

Peter Attard Montalto

Russia: Assets floating above a sea of troubles

Christopher Granville

5 trends to monitor in 5 key African markets

Menzi Ndhlovu

Signal Risk

Disrupting the Financial Services Industry

Wed 20 October, 2021

Marc Rubinstein

Fordington Advisors

Stagflation, Disinflation, Divergence - Key Themes for 2021Q4 and on into 2022

Tue 19 October, 2021

Andrew Hunt

Japanese Market Impact under New Prime Minister

Thu 14 October, 2021

Ryoji Musha

Safe As Houses: European HY Real Estate Bombs

Thu 14 October, 2021

Wolfgang Felix

Beverage Marketing Corporation

China vs USA; Clash of the Titans - The Panda Awakes

Wed 13 October, 2021

Richard Windsor

Radio Free Mobile

Exploring the Contemporary US Beverage Market

Tue 12 October, 2021

Gary Hemphill

Brian Sudano

Beyond Evergrande: Why Xi's New Derisking Efforts are China's Biggest Policy Shift in Two Decades

Thu 07 October, 2021

Leland Miller

Investment in a Sawtooth Pandemic Recovery

Wed 06 October, 2021

David Roche

China Industry 4.0: Winners from China's Regulatory Crackdown

Tue 05 October, 2021

Eoin Gleeson

Michael Orme

The Reflation Trade at a Crossroads

Tue 28 September, 2021

Brian McCarthy

German Election Special

Thu 23 September, 2021

Christopher Gluck

Helen Thomas

Wolfgang Munchau

Joseph de Weck

Policy Makers are Playing with Fire!

Thu 23 September, 2021

Julian Brigden

US Policy Catalysts: H2 2021

Tue 21 September, 2021

Brandon Barford & Stephen Myrow

Beacon Policy Advisors

Beat the Crowd: Major Year-End Sector Rotation Shift Has Started

Thu 16 September, 2021

Michael Belkin

Global Macro Trade Ideas

Wed 15 September, 2021

Jonathan Turek

Autos, Payments and Materials - High Conviction US Equity Ideas

Wed 15 September, 2021

John Healy, Kartik Mehta & Kevin Hocevar

Northcoast Research

Outlook on Chinese Capital Markets - Will Divergence Continue?

Tue 07 September, 2021

Josh Sheng

Datayes

Is it Occasionally Wise to be Conventional?

Thu 02 September, 2021

Richard Edwards

HED Capital Management

Video Gaming Sector Update

Wed 01 September, 2021

Eric Kress

The Major Upcoming Risks to Portfolios

Thu 19 August, 2021

Derek Sicklen

Peter Stellios

Dr. Frank Shostak

China Factors in Base Metals

Wed 18 August, 2021

William Hess

Song Gao

US Equities - Navigating an Expensive Market

Fri 06 August, 2021

Salvatore Ruscitti

China Internet - Regulatory Risks

Wed 04 August, 2021

Michael Clendenin

RedTech Advisors

A Post-China World: Peak Liquidity and Peak Growth?

Thu 29 July, 2021

Michael Howell

Why Much Higher Inflation Will be Sustained

Wed 28 July, 2021

David Ranson

HCWE & Co.

IRF Conference on Commodities

Tue 20 July, 2021

Oil Markets Outlook: Looking beyond Covid

Vandana Hari

Vanda Insights

How to Think About OPEC Going Forward

Kathleen Kelley

Will Growth in Industrial Production be Enough to Sustain Commodity Market Optimism

Huw Roberts & Claire Hassall

CHR Metals

New Energy Vehicles And Their Potential Effects on Metals

Jeffrey Christian

Diversified Companies, Copper Miners, Nickel Producers

Tony Robson

ESG and Supply Chains

Mark Latham

Fertilisers - Potash / Phosphate to Outperform

Gaius King

Janus Analysis

Can US Retailers accelerating sales trends continue in 2H 2021

Wed 14 July, 2021

Mark Friedman

Marni Shapiro

China Inflation Fears, Deleveraging Pain, & Beijing's New Commodities Strategy: A Look Inside Our New China Economic Data

Thu 08 July, 2021

Leland Miller

The Race to Keep Ahead of the Virus / Macroeconomics / UK/EU Relations

Wed 07 July, 2021

James McBride

How to Play Profitable Spinoffs that The Street Misses

Tue 06 July, 2021

Jim Osman & Jonathan Morgan

The Edge

Understanding Digital Currencies

Fri 25 June, 2021

Santiago Espinosa

"Peak Growth" does not mean "Peak Markets"

Thu 24 June, 2021

Jeffrey Young

Auto markets accelerate into an electrified and autonomous world

Tue 22 June, 2021

Paul Hodges

Latin America: at the start of another lost decade?

Thu 17 June, 2021

Marcos Buscaglia

IRF Shorting Conference Call

Wed 16 June, 2021

S&T AG

Mark Hiley

Antipodean Capital Management

Iron Mountain US

Jeff Middleswart & Bill Whiteside

Jay Van Sciver

Thomas Beevers

Robert Prather

Inflation, Central Bank Transition, A PMI Cycle Peak, & Hedging China Risks

Wed 16 June, 2021

Craig Ferguson

Alternative Fuel Vehicle Rankings: Multi-Factor Model Call

Thu 10 June, 2021

Michael Webber

Webber Research

Rob Meaney

Greg Wasikaowski

So what’s next for the oil sector?

Wed 09 June, 2021

Mike Rothman

What’s Brewing in Brazil? Climate Calamity Creates Coffee Crisis

Wed 02 June, 2021

Judith Ganes

J Ganes Consulting

How Far will Reflation Go?

Tue 01 June, 2021

Gerard Minack

Sunspot Inflation in 2021, the Real McCoy in 2022

Thu 27 May, 2021

Manoj Pradhan

Can the American republic – and its capital markets – survive the nation’s flirtation with the “total state"?

Wed 26 May, 2021

Stephen Soukup

The Political Forum

Fizzle Exceeds Sizzle Outside the United States…There Ain't No Inflation There

Thu 20 May, 2021

Carl Weinberg

Investment Opportunities in The Clean Energy Transition, From Mining to Materials Science Plays

Thu 13 May, 2021

Sean Maher

5G Networks / TV Streaming / Renewable Energy

Wed 12 May, 2021

Peter White, Caroline Gabriel & Alex Davies

Rethink Technology Research

Sector Shift: The Best Offence is a Good Defence

Thu 06 May, 2021

Michael Belkin

Post Covid: Successfully trading Working Capital?

Wed 05 May, 2021

Wolfgang Felix

What to Expect from Washington - Clean Energy, Infrastructure, Health

Thu 29 April, 2021

James Lucier