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

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