Two secular themes converge on a shuttered island + notes on commodities, China, and a historic September

October 02, 2024 | Chris Cherepuschak


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A lot gets covered off in our latest video but there's a lot going on worth covering! Our main topic looks at a story that first broke Friday, Sept. 20 involving an infamous island in the U.S. that we don't think got as much attention as it deserved given the two major secular investment themes it encapsulates perfectly, but then we also look at commodities in general, recent announcements from China, and finally how this past September is one you've never seen before in the history of financial markets.