Mea Culpa
Well, I was wrong about the Iran War and Strait of Hormuz closure. I wasn't wrong about the war happening, I wasn't wrong about the strait being closed. I was one of the very few who predicted that in advance against a chorus of "that
Position sizing
Karoon Energy - Out (and other thoughts on oil)
Braskem: new car smell
We've been following the Braskem saga for several years now - from the previous buyout attempts and the environmental issues, to the panic and chaos as the company became distressed, to eventually a number of wins that are starting to derisk the company for a recovery. To review
Consumer staples
Hormuz matters
Is this the deal to end all deals?
All that glitters
Pandemic Playbook
Where do you go from everything is fake?
