Trump 2.0

DeepSeek & Destroy

Redrawing The Maps

Enel Chile

A Whiff Of Guillotine

How To Deal With The Mother Of All Bubbles

The Case For Platinum

The World's Future Energy Mix

The King Of Iron

The Coming War With Iran: Or The Single Most Impactful Event on Your Portfolio This Decade

The Secret Winners Of Declining Interest Rates: Are Compounders and Serial Acquirers Still Worth It?

Corporate Decay: GE, Boeing, Intel On The Path Of Decay

Pivotal Moments - US Election: Start To Price Political Risks In Developed Markets

(Money) Made In China - Semiconductors Part 2: If Chips Are The New Oil, These Are The Drillers

(Money) Made In China - Semiconductors Part 1: Chips Are The New Oil

News Updates: History Happening In Real Time

(Money) Made In China - Part 3: Renewables, Aerospace, and Missed Sectors

(Money) Made In China - Part 2: Improved Tech For Improved Returns

(Money) Made In China - Part 1: In China, Money Follow Hardware Tech, Not Software

Plazza (dis)Accords (Part 2): China's Diverging Path From Japan

Plaza (dis)Accords (Part 1): No Chinese Collapse In View

A New Type Of Civilization: Industrial Civilization Rising - With China As An Entirely New Model

Playing With Nuclear Fire: Mapping The Dangers Ahead

Investing In South America - Colombian Stock (Part 9): Colombian and Bolivian Gas - Canacol Energy

Investing In South America - Colombian Stock (Part 8): End of Ecopetrol and Start of Geopark