Latest
Panama - a return to offshore banking days?
Fake silver
Efficient markets
Braskem - no major changes
Sibanye results review
Sibanye earnings release tomorrow
Profit from boomer dividend fear
Sibanye CEO Retirement
Bonus post
Passports and political risk
Sibanye's Stillwater, Montana Mine - Huge Upside from Trump Tariffs
Home Run US Tax Strategies
Despite the Trump tax changes in 2017, there remain a number of ways for US taxpayers to save money by utilizing foreign domiciles and structures. There are also a few US based strategies that work very well. I want to break down the core of a few of these strategies,
Petrobras - Cheap Again
Sasol had a great week - breaking down the story
When I first said you should keep an eye on Sasol nearly a year ago, the stock was trading just under $8/share and had been selling off from a peak of just under $27/share since the summer of 2022. Sound familiar? Many chemicals and energy companies have followed
Revisiting Noram Drilling
Review of 2024 Marhelm picks, Sneak peek of Marhelm 2025 picks
End of year note, looking forward to 2025
Paper markets - I'm out
Calvin and Marc Faber discuss Platinum, book collecting, the monetary system, and commodities
Viva o Brasil
Tis the season
Bad weather
Make Inflation Great Again
The market just hates chemicals
Updates from Sibanye, Vale, and Noram Drilling
Insights from Capital Link Forum 2024
Sibanye crushed in major lawsuit loss - is bankruptcy imminent?
If I could design a political platform
Quick review of names / themes discussed this year
Portfolio update
