Below are the stocks currently under coverage in the Unit
Economics Universe:
Domestic
Cal-Maine Foods Inc (CALM)
Cliffs Natural Resources (CLF)
EXCO Resources (XCO)
Golar LNG Ltd (GLNG)
United States Oil Fund LP (USO)
US Natural Gas Fund (UNG)
Commodities
U.S. Natural Gas Market
Grain Markets
Macro/Thematic Reports
Malthus's Peak - Recent grain price increases are structural, not cyclical.
Disruptive Technologies - Technologies such as horizontal drilling can
continue disrupt commodity prices for decades
Ice Age Now - The new global ice age had begun!
In addition, Unit Economics provides investment ideas and research to clients
that are not part of our formal coverage universe.