Market insights
Insights
Intellectual curiosity drives us to be better investors.
We believe in triangulating views, looking for disconfirmatory evidence, and being willing to change our minds when the facts change. Below we have included a selection of our latest market insights and past observations.
- Iran Update→
- Why We Worry – Part III→
- Why We Worry – Part II→
- Why We Worry – Part I→
- Battery Age Minerals Ltd→
- Beneath the Noise: Google’s Multi-Engine Growth Story→
- A Macro Update: Why We’re No Longer Bearish→
- What Happens When the Reserve Currency Loses its Status→
- A Turning Point in History→
- Tecogen – A unique Solution to the Data Centre Power Crisis→
- Century Aluminum – A Value Oriented Trump Trade→
- A Reordering of Global Trade→
- Why Betting Against AI is a Losing Strategy→
- Antimony→
- AI Update (Part 2)→
- AI Update (Part 1)→
- The Hidden Gem Driving AI’s Unstoppable Energy Demand→
- The Companies and Sectors Poised to Benefit Under Trump→
- Japan: This Time is Different→
- Why the Odds Are Now in Favour of a Softer Landing→
- A Major Labour Victory in the UK→
- What are the Chances of a US Recession?→
- Preparing for Trump 2.0: Financial Implications of a Possible Return→
- Copper: Balancing Supply Shortfalls with Explosive Demand Growth→
- We’ll Run out of Electricity Before we Run Out of AI→
- The Company at the Intersection of Three Megatrends→
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