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(no high-conviction investment ideas; these are reserved for my research reports)
The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.
Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.
Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are 7 reasons why I love his writing.
In 2004, my writing led to a 400% rise in value of an infamous, exotic mining company. This story has followed me ever since. Here is the update many of you had asked about.
You know an investment thesis is controversial when most publishers refuse to even let you write about it. Not surprisingly for such an ultra-contrarian bet, it was also amazingly lucrative!
One way to multiply your money is to invest in the world’s most washed-up, crisis-ridden countries. Here is the story of one investor who did it – over and over again!
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Unrivaled value for retail investors in your reports. Gazprom actually helped me pay off one of my student loans which I've been struggling with for a while. Your work is changing lives.ht. Can't tell you how valuable and interesting I find them, just what I am looking for.
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