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Calvin Froedge
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Braskem Results - Improving Cashflow, Long Runway
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Parex - Bad reaction, excellent numbers
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Updates from this week - Vale, Braskem, GeoPark, and Sibanye Stillwater
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Asymmetry - The Golden Age
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Current investment allocations and outlook
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Braskem - is there any hope?
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The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance
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The banknote game
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Parex Resources - Back in the buy zone
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South Africa - It's time
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Braskem - Near a multi decade bottom with improving fortunes
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Today was noise. Stay long hard assets.
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DHT - A detailed look
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BW Energy - Plugging Along
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