Braskem - Risks & Opportunities
Braskem is one of the largest plastic companies in the world. Industry cyclicality and an environmental disaster have created a buying opportunity.
Read more
It's Q3...finally
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
