Welcome back! Mt. Batur in Bali. Thanks a lot to your fellow subscriber Elizabeth. And one from subscriber Mike. Anzac Day parade… taken 10 years ago. Don’t forget to send me your sunset shots to share with all. Onto This Week’s Musings and Observations: Why Texas Tea is going to $100
Welcome back! It happens waaay too infrequently but my gorgeous wife and I just had a couple days away sans kids. Sooo good. Reaally so good. It is also why this is landing in your inbox a couple days later than it usually does. But here’s a taste of what
We write why our view on Russia has changed and what impact that has on the existing portfolio of asymmetric investment opportunities.
Welcome back! This edition is going to be a pretty looong one. There is a helluva lot going on which we’re covering, so sit back, relax, and make sure you’re hydrated. Just not too hydrated with the sort of hydration that makes your eyes wobble in your head. Yes, Paul,
Welcome back! And thanks to Insider member Steve for this beauty: spring equinox in Hafrsfjord, Stavanger, Norway. In This Week’s Musings and Observations: Tariffs: complacency towards inflation? More brilliance from the Congo Musk taunting Mr. Market What’s up with Capstone? Sudan to build nuclear power plants REMs and “free” optionality
Welcome back! It’s been a busy time since I last wrote to you. Last week, a few of us Insiders met for breakfast in Sydney. Brad, our head trader, and I had a great time and thoroughly enjoyed meeting with you in person (you know who you are), so thank
When you think of Australia you don’t think of snow, so here’s a surprise one for you. This week’s sunrise comes to us from Brad, who lives close by the iconic Craig’s Hut in the Australian Alps (and believe it or not, it snows a lot there in winter). This
It was May 21st, 2008 that none other than the New York Times ran this article: An Oracle of Oil Predicts $200-a-Barrel Crude It came on the back of a tsunami of bullish calls on oil. Here’s the chart. The red arrow pinpointing May 21st, 2008. That was then. And
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