A Deep Dive into Chinese Industrial Production
This post examines China's economic strategies and their impact on global trade and geopolitical dynamics, focusing on the shift from low-value...
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Renewable Energy And "Grade"
Renewables as extractive industries: Renewable energy sources like wind and solar are extractive industries that depend on the “grade” of the...
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2023 4th Qtr Letter to Investors: A Deep Dive into Lithium
2023 was a challenging year, there was a lot of volatility in both long and short books. We reserve the bulk of the letter for an extended...
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Political Risk and Investing: Seeking Opportunity Amidst Disruption
Frequent readers of our blog posts and research papers likely are well acquainted with our underlying philosophy that commodity prices alone do...
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