![Asymmetry - The Golden Age](/content/images/size/w600/2024/07/Screen-Shot-2024-07-19-at-10.26.23-AM.png)
![Asymmetry - The Golden Age](/content/images/size/w600/2024/07/Screen-Shot-2024-07-19-at-10.26.23-AM.png)
![Current investment allocations and outlook](/content/images/size/w600/2024/07/GSQrU18agAE9PZ5.jpeg)
Current investment allocations and outlook
![Braskem - is there any hope?](/content/images/size/w600/2024/07/koyfin_20240705_105155575.png)
Braskem - is there any hope?
![The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance](/content/images/size/w600/2024/06/Screen-Shot-2024-06-27-at-12.28.31-AM.png)
The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance
![The banknote game](/content/images/size/w600/2024/06/s-l1600.webp)
The banknote game
![Parex Resources - Back in the buy zone](/content/images/size/w600/2024/06/Screen-Shot-2024-06-17-at-10.25.11-AM.png)
Parex Resources - Back in the buy zone
![South Africa - It's time](/content/images/size/w600/2024/06/download.png)
South Africa - It's time
![Braskem - Near a multi decade bottom with improving fortunes](/content/images/size/w600/2024/06/Screen-Shot-2024-06-13-at-10.32.34-AM-2.png)
Braskem - Near a multi decade bottom with improving fortunes
![Today was noise. Stay long hard assets.](/content/images/size/w600/2024/06/Screen-Shot-2024-06-07-at-3.54.13-PM-1.png)
Today was noise. Stay long hard assets.
![DHT - A detailed look](/content/images/size/w600/2024/05/DHT-Ann-Sky-1-1.jpeg)
DHT - A detailed look
![BW Energy - Plugging Along](/content/images/size/w600/2024/05/Screen-Shot-2024-05-27-at-8.25.40-PM.png)
BW Energy - Plugging Along
![Crypto is an asset class you can't afford to ignore](/content/images/size/w600/2024/05/Screen-Shot-2024-05-23-at-5.53.39-PM.png)