A Five Year Capital Allocation Masterclass (2020-2024)
Unearthing value in water technology for a water constrained industrial economy.
Building the Next Copper Major
Trade Policy and Capital Allocation, 1932-Present
The Long March From Revenue to Restriction
Entering a Period of Robust Returns
Volatility is low, crude is down, and industrials are on a roll
Lithium Blinks, Gas Slips, Copper Stalls—Who Survives the Grind?
Less Fire Hose, More Signal
A Great Historian on the US and its Allies, and Trade Policy Following the Civil War
Copper Stocks, Railroad Mergers, and Part Two of Our Look at the History of US Trade Policy
