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Chemring: War Demand and Old Lessons
Company Report

Chemring: War Demand and Old Lessons

Converting Rearmament Cycles Into Durable Industrial Economics

Jan 30, 2026
Equinox Gold Thesis Update
Company Report

Equinox Gold Thesis Update

Entering a Period of Robust Returns

Nov 11, 2025
The Transformation of Lundin Mining (Part 2)
Company Report

The Transformation of Lundin Mining (Part 2)

Building the Next Copper Major

Oct 17, 2025
The Transformation of Lundin Mining (Part 1)
Company Report

The Transformation of Lundin Mining (Part 1)

A Five Year Capital Allocation Masterclass (2020-2024)

Sep 12, 2025
Real Asset Chartbook Week #19
Real Asset Chartbook

Real Asset Chartbook Week #19

Volatility is low, crude is down, and industrials are on a roll

Aug 29, 2025
From the New Deal Revolution to the New Washington Consensus
Geopolitics

From the New Deal Revolution to the New Washington Consensus

Trade Policy and Capital Allocation, 1932-Present

Aug 26, 2025
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