What's driving pandemic outcomes?
A detailed analysis, covering vaccines, obesity, age, drug use, economic, and health outcomes in a curated selection of countries
This post was too long for Substack, so I published it on Medium
Read more
Braskem: new car smell
We've been following the Braskem saga for several years now - from the previous buyout attempts and the environmental issues, to the panic and chaos as the company became distressed, to eventually a number of wins that are starting to derisk the company for a recovery. To review
Consumer staples
Hormuz matters
