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Oil: Panic in the Casino
50 Years of Oil Supply Shocks. Which Equity Subsectors Survive the Choas?
Mar 9
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Grizzle
18
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Private Credit - This Cycles Systemic Risk
Author: Chris Wood
Mar 25
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Grizzle
32
2
The Iran Energy Playbook
The Iranian conflict continues to spiral, and we are no longer looking at a marginal disruption.
Mar 19
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Grizzle
24
Mines x Metals Showcase at PDAC 2026
The Grizzle Mines x Metals Showcase at PDAC is our favorite event of the year and this one was for the books!
Mar 17
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Grizzle
26
China's Energy Endgame: Is Battery Storage Making LNG and Nuclear Obsolete?
Is the world looking at a China that no longer needs LNG or Nuclear to power its AI ambitions?
Mar 13
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Grizzle
24
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So You Think Globalization is Over? China Has Other Ideas
Donald Trump’s agenda may be all about attacking globalization. But China has continued to take the opposite line.
Feb 25
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Grizzle
14
1
AI Compute is Ramping, But is Demand There to Meet it?
Author: Chris Wood
Feb 11
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Grizzle
10
Grizzle Growth ETF Year-End Letter: Performance & 2026 Outlook
The Grizzle Growth ETF (NYSE:DARP) returned 40.11% in 2025 vs 17.86% for the S&P 500, placing our fund in the 1st Percentile as of 1/31/2026 in the US…
Feb 9
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Grizzle
6
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