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DeepSeek & Destroy
Analyzing the 1st, 2nd and 3rd order of Cheap + Powerful + Open Source AI
Feb 6
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Cyclical Value Investing
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DeepSeek & Destroy
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January 2025
Redrawing The Maps
The Crumbling 20s Are Upon Us
Jan 14
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Cyclical Value Investing
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Redrawing The Maps
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December 2024
Enel Chile
The Andes Mountains Overflowing With Energy And Money
Dec 29, 2024
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Cyclical Value Investing
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Enel Chile
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A Whiff Of Guillotine
What A Recent Incident Can Teach About The Opinion Of The Masses
Dec 11, 2024
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Cyclical Value Investing
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A Whiff Of Guillotine
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How To Deal With The Mother Of All Bubbles
How I Learned To Stop Worrying And Love The Bubble
Dec 5, 2024
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Cyclical Value Investing
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How To Deal With The Mother Of All Bubbles
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November 2024
The Case For Platinum
What commodity benefits from the slowdown of EVs
Nov 18, 2024
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Cyclical Value Investing
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The Case For Platinum
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October 2024
The World's Future Energy Mix
Getting it right is the trillion dollar question
Oct 28, 2024
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Cyclical Value Investing
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The World's Future Energy Mix
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The King Of Iron
The Most Forgotten Commodity & 16% Dividend Yield
Oct 16, 2024
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Cyclical Value Investing
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The King Of Iron
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September 2024
The Coming War With Iran
Or The Single Most Impactful Event on Your Portfolio This Decade
Sep 20, 2024
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Cyclical Value Investing
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The Coming War With Iran
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The Secret Winners Of Declining Interest Rates
Are Compounders and Serial Acquirers Still Worth It?
Sep 11, 2024
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Cyclical Value Investing
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The Secret Winners Of Declining Interest Rates
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August 2024
Corporate Decay
GE, Boeing, Intel On The Path Of Decay
Aug 18, 2024
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Cyclical Value Investing
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Corporate Decay
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Pivotal Moments - US Election
Start To Price Political Risks In Developed Markets
Aug 6, 2024
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Cyclical Value Investing
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Pivotal Moments - US Election
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