Latest
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
