By Focus
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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Further Analysis & Commentary
Potential Rio Tinto and Glencore merger falls through for the third time
According to recent news, Rio Tinto and Glencore walked away from their renewed $260 billion merger talks at the end…
Glencore’s Acquisition Raises Stakes for a Rio Tinto Mega Merger
A pivotal fortnight for global mining Glencore’s latest acquisition, widely reported as a targeted move into copper or battery minerals,…
Netflix & Warner Brothers Deal Faces Antitrust Implications?
In early 2026, Warner Brothers Discovery's (WBD) board unanimously accepted the bid from Netflix. Netflix sweetened the pot to purchase…
Glencore’s Copper Growth Strategy Faces a Reality Check
The discovery of a centuries-old ceramic vessel at Glencore’s El Pachon copper project in Argentina is a reminder that the…
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Monthly Investor Memo
Delivered Monthly - 2026