Research & perspectives

A considered view.
Across a changing world.

Monthly commentary, investment themes and the market developments that matter.

These links open original Gryphon publications, which retain their original authorship, branding and disclosures. Commentary is for information only and is not a personal recommendation or an offer to buy or sell an investment. It reflects its publication date.

Monthly commentary

Monthly review · Gryphon original

April 2026 monthly commentary

Thematic research

Explore the Gryphon research archive for written and audio perspectives on AI infrastructure, copper, gallium, gold, Perpetua Resources, silver, SpaceX and strategic rare metals.

Original research and audio · Gryphon