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The Real Asset Handbook

Latest Company Report

Company Report

Chemring: War Demand and Old Lessons

Jan 30, 2026

•

31 min read

Chemring: War Demand and Old Lessons

Converting Rearmament Cycles Into Durable Industrial Economics

Latest Commodities Report

Commodities

Higher Floor

Sep 14, 2026

•

1 min read

Higher Floor

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

Anatomy of A Canadian Bear

Oct 9, 2026

•

2 min read

Anatomy of A Canadian Bear

Sixteen S&P/TSX Composite declines of 15% or more since 1979: how they start, how far they fall, and what ends them

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Latest on Geopolitics

Geopolitics

The Cartography of the Risk-Free Rate

Jun 30, 2026

•

2 min read

The Cartography of the Risk-Free Rate

Fragmentation and the Price of Sovereign Money

Latest Industry Report

Industry/Market Reports

Thirsty for Returns

Mar 12, 2025

•

2 min read

Thirsty for Returns

Unearthing value in water technology for a water constrained industrial economy.

Archive

Industry/Market Reports

Anatomy of A Canadian Bear

Oct 9, 2026

•

2 min read

Anatomy of A Canadian Bear

Sixteen S&P/TSX Composite declines of 15% or more since 1979: how they start, how far they fall, and what ends them

Commodities

Higher Floor

Sep 14, 2026

•

1 min read

Higher Floor

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.

Geopolitics

The Cartography of the Risk-Free Rate

Jun 30, 2026

•

2 min read

The Cartography of the Risk-Free Rate

Fragmentation and the Price of Sovereign Money

Geopolitics

From Geology to Geography

May 26, 2026

•

2 min read

From Geology to Geography

The Cartography of the Cleared Price

Commodities

You're Not Long Copper

Mar 31, 2026

•

42 min read

You're Not Long Copper

The Exposure Is Not What You Thought It Was

Company Report

Chemring: War Demand and Old Lessons

Jan 30, 2026

•

31 min read

Chemring: War Demand and Old Lessons

Converting Rearmament Cycles Into Durable Industrial Economics

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