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Company Report
Jan 30, 2026
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31 min read
Converting Rearmament Cycles Into Durable Industrial Economics
Mar 31, 2026
42 min read
The Exposure Is Not What You Thought It Was
Industry Deep Dive
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
May 26, 2026
The Cartography of the Cleared Price
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.
Entering a Period of Robust Returns
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
