The New Bolshevism

Chemical plays and weights

All the mining stocks I currently own

A basket of junior explorers with de-risked development

Golconda Gold

Taking stock

Gas weighted growth with a conventional deep value twist

Braskem - Current Status

2026 Thoughts

An unknown gold miner that might become a mid tier producer

Stable income

A big break for pot stocks

Opsec - all or nothing

Compounding

Water in the streets

I ain't done fightin'

Vietnam

Chemical blues

Long term planning

I think it's almost a universal rule that given unlimited possibilities, a human being often faces decision paralysis. This is why people that win the lottery so often go bankrupt. For the first time in their life, they feel like they can have anything and everything that they

Second chances

On the road again

Unbridled Enthusiasm

Broken windows

Market thoughts

SFL - Blood in the streets

Chemicals earnings round up

All Quiet on the Western Front

Metal leasing rates - going parabolic

Fat pitches