The Eurasian Century

Coming Back

Discussing our impending doom

Sep 3 • 

Cyclical Value Investing

5

1

May 2025

Trade Collapse

And The Bifurcating World Economy

May 15 • 

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4

4

April 2025

Trump 2.0

Trade Wars It Is

Apr 10 • 

Cyclical Value Investing

4

2

February 2025

DeepSeek & Destroy

Analyzing the 1st, 2nd and 3rd order of Cheap + Powerful + Open Source AI

Feb 6 • 

Cyclical Value Investing

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4

January 2025

Redrawing The Maps

The Crumbling 20s Are Upon Us

Jan 14 • 

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2

1

December 2024

Enel Chile

The Andes Mountains Overflowing With Energy And Money

Dec 29, 2024 • 

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3

3

A Whiff Of Guillotine

What A Recent Incident Can Teach About The Opinion Of The Masses

Dec 11, 2024 • 

Cyclical Value Investing

4

1

How To Deal With The Mother Of All Bubbles

How I Learned To Stop Worrying And Love The Bubble

Dec 5, 2024 • 

Cyclical Value Investing

4

3

November 2024

The Case For Platinum

What commodity benefits from the slowdown of EVs

Nov 18, 2024 • 

Cyclical Value Investing

4

October 2024

The World's Future Energy Mix

Getting it right is the trillion dollar question

Oct 28, 2024 • 

Cyclical Value Investing

5

The King Of Iron

The Most Forgotten Commodity & 16% Dividend Yield

Oct 16, 2024 • 

Cyclical Value Investing

9

3

September 2024

The Coming War With Iran

Or The Single Most Impactful Event on Your Portfolio This Decade

Sep 20, 2024 • 

Cyclical Value Investing

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9