Whether it was the 1980s, 1990s, 2000s, or today, there seems to be a never ending supply of fools out there. [Read more]
Those Sneaky Chinese
Devilishly Deceptive Making History 28 billion euros in market cap. That’s how much Bayer has lost following its acquisition of Satan Monsanto. It is the largest destruction of capital in German stock market history… and it couldn’t happen to nicer folks. Funding Secured Staying with Europe… sorta. Erdogan approving Erdogan nominating Erdogan as the chairman of [Read More]
Pop Quiz: What’s The Most Asymmetric Energy Play?
First, some fun facts regarding the Pareto distribution: Business: the top few customers account for a bulk of the profits Insurance: a small number of big claims account for a bulk of payments Settlement: a small number of cities include a bulk of the population Languages: the most frequent words account for most words in [Read More]
Field Report: Millennial Lithium
If you’re reading this article, it means you probably have at least a passing interest in the mining and metals space. You may even be an investor, or were at one point, until your portfolio was decimated by falling metal prices, absurd value destroying M&A transactions, and an endless stream of incompetent management teams. [Read More]
Good Times…
In this weekly wrap up, we look at the capitalist/socialist cycle, Revisit our predictions of an EM crisis, Elon Musk’s weed smoking ways and Tesla’s ongoing issues, and the basket case that is South Africa. [Read more]
