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Expert Detection of the Longwaves

We start with the btu, the tonne, the megawatt and anchor our financial market views in physical market reality and risk.

Let Our Experience and Judgment Be Your Guide

Blacklight's edge is to see the elements of alpha hidden in plain sight in public information and to explain clearly how those clues assemble into risks, opportunities, and the next actionable theme for business and investment.

Online Access to Proprietary Data

Case Study: Copper
How we knew to fade the 'supercycle' story in 2023, then when to time risk long, short, and long again in 2024.

Strategic Briefings

We produce original commercial insight and communicate it effectively to management teams and boards of directors.

Analysis & Forecasting

We are uniquely skilled at separating signal from  noise.

Keynote Speaking Engagements

We have delivered keynotes for audiences small and large on 6 continents. 

Increasing Complexity Demands Clarity

Whether your business is scaling new heights or struggling to find a path through an unforeseen valley, we can help you.

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Our work tames and makes sense of the ever-increasing complexity of systems, technologies, and competitive forces. 

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Our Members

Trusted by allocators at endowments, family offices, and pensions; wealth advisors, private bankers, and ultra-high-net-worth individuals; portfolio managers across mutual funds, hedge funds, private equity, and venture capital; and the operators who buy, move, and hedge the physical. 

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We Take Pride in Our Numbers

2015

Year of Our Founding

85+

Markets Tracked

100%

Independent Research

7

Distinct Products

1

Objective: Clarity

Are You Ready to Accelerate Your Business?

We would be delighted to work with you. Click below to:

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