Equity analysts with London hedge fund experience delivering institutional-grade research on mispriced opportunities across global markets. Global equity research. Deep fundamentals, clear investment cases, no BS.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 157 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||
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Where the Cost Went
Haifa Al Khaifi has worked in the energy sector globally at C-suite level for more than three decades. She now works in the private sector and sits on several international Boards as an Independent Director & Strategic Advisor. She is also...
The Paper Strait
Tankers, insurers and a regional trade are one wager on Hormuz. There is no diversification in this note, only the same contingency at four prices.
The strait reopened on paper in the middle of June. It stayed ‘reopened’ for about 2 weeks.
Gold Is Hated. Buy It.
The last two gold bull markets fell hard before they ran and made fools of the sellers. The buyers are intact, the miners are cheap, and the only real mistake is leaving now.
Gold is on sale and almost nobody wants it, which is usually the...
Copper Miners Are Too Cheap
Copper fell almost 4% today. Silver fell more than 5%, gold another 1.75%, the whole hard asset complex red on one screen on one afternoon. I’m posting this into that red on purpose, because a down day is the best way to make the argument I...
Flush Isn't Finished
The trade is over. It isn't. It also isn't the screaming buy the permabulls are selling you. Here is what the tape actually says, and the one name the market just hand
Gold and oil both sold off this week because every dumb algo and sell-s...
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The writers behind this newsletter.
Independent research. Commodities, macro, credit, forensic deep dives. First-principles analysis for investors who'd rather be early than comfortable. 2-3x weekly. Read at 400+ firms. [email protected]
Writing about markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto.
Full-time investor, recovering spreadsheet monkey. I write about private markets from the retail LP seat.
Writing for TSCS
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