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.
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We start with the btu, the tonne, the megawatt and anchor our financial market views in physical market reality and risk.
Learn moreBlacklight’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.
Our market navigation skills rely on many analytic tools, but among the most valuable are those we design and develop ourselves. Members of our platform have ready access to our exclusive data observations and forecasts.
Our analyses and forecasts are differentiated, cogent, and actionable. Our work is independent, dispassionate, and results oriented. We are often contrarians but not for argument’s sake. We do look for stress points others have missed.
Each of our principals has decades of experience briefing institutional investors, C-suites, and boards of directors on risk management and strategic planning in commodity markets. Clients span the world.
Managing Partner Colin Fenton is a frequent keynote speaker at financial conferences, industry forums, and corporate events, for audiences small and large on six continents. We welcome inquiries about his availability for your event.
The morning note: events, markets, positioning and the signals that matter, before the New York open.
One page, one timely chart, and our bullet-point assessment of how to extract value.
Short, direct takes on breaking events, as they happen.
A 20-to-40 minute video walkthrough of a timely chartbook by Colin Fenton.
Scenario analysis for pressing market, economic and geopolitical risks, in a readable narrative style.
Short and long-form pieces on a specific market and theme.
Long-form strategy on structural themes, cross-asset signals, historical context and geopolitical risk.
Price and fundamental forecasts in oil, gas, power, copper, aluminum, gold, silver and more.
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.
Formerly Global Head of Commodity Research and Chief Commodity Strategist at J.P. Morgan Chase & Co. Earlier at Goldman Sachs, where he was the first analyst assigned to the GSCI, and at Duquesne Capital and Ospraie Management. A.B., Princeton; MSFS, Georgetown, where he serves on the MSFS Board of Advisors.
More about ColinEvery week, free. Members get the daily readings in Clarity.
Intro and Pro plans by card, or institutional access by invoice, hard dollars or commission sharing.