![Asymmetry - The Golden Age](/content/images/size/w600/2024/07/Screen-Shot-2024-07-19-at-10.26.23-AM.png)
Calvin Froedge
![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)
Crypto is an asset class you can't afford to ignore
Platinum Group Miners - An Exceptional Setup
![Braskem - ADNOC deal falls through, but there's more to this story](/content/images/size/w600/2024/05/banner-acontece.webp)
Braskem - ADNOC deal falls through, but there's more to this story
Well, it's been a volatile morning for BAK holders. At 7:40 AM EST the company put out the following press release informing the market that ADNOC had informed Novonor it was no longer interested in continuing talks on acquiring their stake. “Dear Sirs, We refer to the
![Brazilian Steel Tariffs - Two Companies in Focus](/content/images/size/w600/2024/05/b083c4ba-1bc3-49aa-9b29-4065cf897924_800x600-jpeg.jpg)
Newsletter
Brazilian Steel Tariffs - Two Companies in Focus
A look at CSN (SID) - A Brazilian industrials conglomerate with heavy steel exposure, and Gerdau, the largest producer of long steel in the Americas
Newsletter
What would you like me to write about?
Brainstorming for topics over the next few months