Entering a Period of Robust Returns
Unearthing value in water technology for a water constrained industrial economy.
Converting Rearmament Cycles Into Durable Industrial Economics
Trade Policy and Capital Allocation, 1932-Present
The Long March From Revenue to Restriction
Building the Next Copper Major
A Five Year Capital Allocation Masterclass (2020-2024)
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
