Founder-authored research
Research
Research by Srinivas Medida across commodities, rates, currencies, macroeconomic forces and valuation, with explicit catalysts, risks, implementation frameworks and invalidation conditions. This is the only channel that informs Current Views and the Decision Log.
View the decision logWhy I Prefer a US 2s10s Steepener to Duration
Research · SriRatesUS Treasuries10 min read
Gold After the August 2026 Rebound
Research · SriCommoditiesPrecious Metals5 min read
Why I Am Bearish Brent Crude Into Late 2026
Research · SriCommoditiesEnergy8 min read
Why I Am Neutral Copper After the 2026 Rally
Research · SriCommoditiesIndustrial Metals8 min read
Why I Remained Bullish Gold
Research · SriCommoditiesPrecious Metals10 min read
Why I Remained Bullish LME Aluminium
Research · SriCommoditiesIndustrial Metals4 min read
Why I Was Bullish Gold Into 2026
Research · SriCommoditiesPrecious Metals10 min read
Why I Turned Bullish on Nickel
Research · SriCommoditiesIndustrial Metals4 min read
Why I Was Bullish Aluminium Into 2026
Research · SriCommoditiesIndustrial Metals4 min read
Why I Was Bullish Arabica Coffee
Research · SriCommoditiesAgriculture4 min read
Why I Was Bullish Live Cattle Into 2026
Research · SriCommoditiesAgriculture4 min read
Why I Was Bullish Uranium Into 2026
Research · SriCommoditiesEnergy Transition6 min read
Why I Was Bearish Nickel
Research · SriCommoditiesIndustrial Metals5 min read
Why I Was Bearish Brent Into 2026
Research · SriCommoditiesEnergy5 min read
Why I Was Bullish Henry Hub Natural Gas
Research · SriCommoditiesEnergy4 min read
Why I Expected LME Zinc to Converge
Research · SriCommoditiesIndustrial Metals5 min read
Three Commodity-Linked Ideas — October 2025
Research · SriMulti-AssetCommodity-Linked Equities6 min read