Copper, the Canal, and Chaos. Panama is Proving Its Global Relevance.
My takes and insights on the current situation in Panama and where things are headed
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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
