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Company Report
Jan 30, 2026
•
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
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.
Jun 30, 2026
2 min read
Fragmentation and the Price of Sovereign Money
May 26, 2026
The Cartography of the Cleared Price
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
Trade Policy and Capital Allocation, 1932-Present
