Petrobras - Political Risk and Opportunity
While I can't tell you exactly what Lula will do, I can tell you Petrobras shares trade at massive discounts to global peers and have offered large historical yields
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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