Latest
Running out of track
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
Karoon Energy - Out (and other thoughts on oil)
Braskem: new car smell
We've been following the Braskem saga for several years now - from the previous buyout attempts and the environmental issues, to the panic and chaos as the company became distressed, to eventually a number of wins that are starting to derisk the company for a recovery. To review
Consumer staples
Hormuz matters
Is this the deal to end all deals?
All that glitters
Pandemic Playbook
Where do you go from everything is fake?
BONUS: Marhelm Interview, Top Dividend Picks
Time Preference
Fake ceasefires
Getting bullish on food
Mind the spread
Fooled Me Again Award
Apocalypse Now
No brakes
The Tragedy of the Commons
The New Bolshevism
