The Tangible Side of a Digital World: Don't Overlook the Inputs

In an age when investors obsess over quarterly earnings, AI hype, and the Federal Reserve, it’s easy to overlook what actually makes the global economy tick: the inputs that power, build, and sustain growth.By David TeppPublished in Advisor Perspectives October 13, 2025Sources:Absolute Strategy Return, “From Weaponised Trade to Weaponised Capital:, written by Ian Harnett, April 3, 2025Absolute Strategy Return, “Controversies, Convictions & Context #4”, written by Ian Harnett and David Bowers, May 8, 2025Absolute Strategy Return, “Water, Food & Climate: The New Security Imperative”, written by Michael Penn, May 30, 2025Absolute Strategy Return, “The Critical Metal Catalysts”, written by Michael Hessel, July 4, 2025Absolute Strategy Return, “Energy Transition: Myths & Realities”, written by Michael Penn, July 22, 2025Absolute Strategy Return, “Real Asset Revival”, written by Zahra Ward-Murphy, August 8, 2025Alpine Macro, “Future Water Security Hinges on Innovation”, written by Noah Ramos, November 20, 2024Alpine Macro, “Adapting Commodity Strategy to Shifting Correlation Dynamics, written by Kelly Xu, August 5, 2025Alpine Macro, “AI, Energy, And the Grid – A Collision Course”, written by Noah Ramos, August 6, 2025Rosenberg Research, “Making Uncertainty Great Again: Take Three”, written by David Rosenberg, September 2025Oxford Economics, “ICE Arrests Proving a Hinderance to Labor Force Growth”, written by Matthew Martin, August 4, 2025Oxford Economics, “The Young and the Anxious”, written by Ryan Sweet, March 26, 2025