Latest
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
Dumping my bags
Idea: Marine Builder
Sibanye Cash Flow Estimation
Marhelm content - weekly roundup
The Parex Update
Sasol - I think the bottom is in
GeoPark - COP devaluation drives tax surprise, but strong shareholder returns continue
Braskem Results - Improving Cashflow, Long Runway
Parex - Bad reaction, excellent numbers
Updates from this week - Vale, Braskem, GeoPark, and Sibanye Stillwater
Asymmetry - The Golden Age
Current investment allocations and outlook
Braskem - is there any hope?
The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance
The banknote game
Parex Resources - Back in the buy zone
South Africa - It's time
Braskem - Near a multi decade bottom with improving fortunes
Today was noise. Stay long hard assets.
DHT - A detailed look
BW Energy - Plugging Along
