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Independent Research Platform Focused on Structural Market Realities
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About Oculus Research
Founded by Max McGough
Finance professional & Macro strategist focused on resource markets and critical materials since 2010.
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Oculus Focus:
- Inputs critical to electrification, energy security, & grid expansion
- Physical components underpinning AI infrastructure & physical deployment
- Material inputs enabling industrial transformation & manufacturing re-shoring
Oculus Research integrates:
- Global macro and policy analysis translated into material supply-demand balances
- Market structure & capital flows to asses constraints, mispricing & timing asymmetry
- Cost-curve dynamics, bottleneck identification, and project-level economics
- Company fundamentals evaluated through capital intensity, dilution risk & survivability
The research is designed for:
- Investment professionals
- Analysts and allocators
- Industry participants
- Investors seeking depth over narrative
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All published material is research and education and does not constitute personalized investment advice.
Oculus Group undertakes bespoke analytical work for individuals, institutions and companies on a private, off-platform basis.
Oculus Research is part of The Oculus Group.
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