All Posts
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
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
