| Article |
Overview |
Date |
|
|
|
| 2026 |
|
|
| Good Rain Knows The Best Time to Fall |
A discussion on parabolic trends, and potential for unloved assets |
Mar-11 2026 |
| 2025 |
|
|
| A Journey Completed |
A few thoughts on my recent travels to Canada & US, and the prevailing geopolitical landscape. |
Dec-17 2025 |
| The Past Is Gone For Good |
A reflection on the 2011 US credit downgrade, and a consideration of potential tail risks. |
Aug-5 2025 |
| The Lady Doth Protest Too Much |
A discussion on the outlook for potash and opportunities due to the US-Canada tariff war. |
May-11 2025 |
| The BRICS Coalition Is Golden |
Potential for catch-up trade in the gold miners |
Apr-25 2025 |
| 2024 |
|
|
| The Flying Carp Becomes the Dragon |
A discussion on the market outlook and strategy for 2025 |
Mar-1 2025 |
