27.03.26 – Iran Update
05.01.26 – Why We Worry – Part III
29.12.25 – Why We Worry – Part II
19.12.25 – Why We Worry – Part I
02.10.25 – Battery Age Minerals Ltd
29.05.25 – Beneath the Noise: Google’s Multi-Engine Growth Story
16.05.25 – A Macro Update: Why We’re No Longer Bearish
11.04.25 – What Happens When the Reserve Currency Loses its Status
08.04.25 – A Turning Point in History
13.03.25 – Tecogen – A unique Solution to the Data Centre Power Crisis
06.03.25 – Century Aluminum – A Value Oriented Trump Trade
20.02.25 – A Reordering of Global Trade
13.02.25 – Why Betting Against AI is a Losing Strategy
03.02.25 – Antimony
23.01.25 – AI Update (Part 2)
17.01.25 – AI Update (Part 1)
06.12.24 – The Hidden Gem Driving AI’s Unstoppable Energy Demand
02.12.24 – The Companies and Sectors Poised to Benefit Under Trump
16.09.24 – Japan: This Time is Different
02.09.24 – Why the Odds Are Now in Favour of a Softer Landing
19.08.24 – A Major Labour Victory in the UK
12.08.24 – What are the Chances of a US Recession?
18.07.24 – Preparing for Trump 2.0: Financial Implications of a Possible Return
13.07.24 – Copper: Balancing Supply Shortfalls with Explosive Demand Growth
03.07.24 – We’ll Run out of Electricity Before we Run Out of AI
26.06.24 – The Company at the Intersection of Three Megatrends
