Newsletter
The Train to Los Angeles
Don't get off in Chicago!
Newsletter
Don't get off in Chicago!
Newsletter
All manner of oddities considered
Newsletter
Exploring a little discussed subject in investing
Newsletter
Reflections on the first 90 days of 2024
Newsletter
Video format update of my Q1 positioning and outlook
Newsletter
Sharing our recent interview with Trader Ferg
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A roundup of a few recent news items
Newsletter
A quick look at some interesting data in the metals complex
Newsletter
I haven't talked a whole lot about one of my largest areas of exposure...
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If you're looking for another cyclical bet with global diversification, this one is interesting
Newsletter
12 hours of talks and private conversations with traders, bankers, and ship owners
Newsletter
A little known Colombian producer announced that on top of a 10% buyback and a 6% dividend yield, they will additionally purchase up to another 10% of shares
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I will no longer be commenting on individual stocks or investments - though I'm happy to do sector level analysis
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Why I think the market is really misunderstanding the company
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While the market may focus on a change in reserves, it should be ignored
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Great run, but time to move on