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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
End of year note, looking forward to 2025
Paper markets - I'm out
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?