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Week 33 34
Week 34
Choose Your Cuban Poison: Sherritt Equity Exposure or Sherritt Debt Exposure
How to Bet on Cobalt-Nickel Supply Chain in North America
Cuba is another emblematic example of how and why communism always fails. Strip away property rights, crush entrepreneurship, and mimic poverty as equality, and you get a recipe for...
Sizing Up Exposure: Brazil and Offshore
Week 33
Over the coming week, I will add risk to Brazil and offshore thematic buckets.
Investing in Argentina is Back in Vogue: Chart Pack for Adventurous Investors
This is my investing strategy in a nutshell:
catalyst → breakout = phase transition → violent price action → better timing and increased risk-reward
In practice, a breakout equals a phase transition. The price action regime moves from bal...
Monthly Summary: July 2026
This is your list of all articles and reports published in July. There is something for everyone:
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The Panama Canal Trade: How to Bet on a Strong El Niño
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Baker Technology Limited (SGX: BTP): The Double Discount
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The LatAm Yiel...
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Independent investor covering shipping, energy, mining, and Latin American markets.
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