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Company Report
Jan 30, 2026
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31 min read
Converting Rearmament Cycles Into Durable Industrial Economics
Sep 14, 2026
1 min read
Why oil is not sustainably elevated above $100, why the events of 2026 put a floor under the barrel near $70, and why an equity investor should prefer it that way.
Industry/Market Reports
Oct 9, 2026
2 min read
Sixteen S&P/TSX Composite declines of 15% or more since 1979: how they start, how far they fall, and what ends them
Jun 30, 2026
Fragmentation and the Price of Sovereign Money
Mar 12, 2025
Unearthing value in water technology for a water constrained industrial economy.
May 26, 2026
The Cartography of the Cleared Price
Mar 31, 2026
42 min read
The Exposure Is Not What You Thought It Was
