Newsletter
European Energy Or European Defence? Part #2
Does Rheinmetall have a future? Thoughts on last night's elections and the broader EU setup.
Latest
European Energy Or European Defence?
Vermilion Energy Vs Rheinmetall. Updates on Glencore.
Paradigm Shift in the Transatlantic Partnership
Changing priorities, diverging interests and "holier than thou" friction.
Hesai & the LiDAR Opportunity
Hesai Group Breaking Out ASAP! Robotaxis leader could be staging a comeback.
DeepSeek and Tariffs.
Issue #11. Historical events break historical patterns. Where are we now?
Newsletter
Is DeepSeek the needle that pins the bubble? 📌
A thought experiment, but with practical applications.
Podcast
Musings on Crazy Markets
The BEAST is morphing... What can you do?
No-End Dividend
Jumbo
Unique retailer. Crazy margins. Strong dividend.
Podcast
THE MENTOR
The advantage of mentorship in your investing journey
Podcast
Great Expectations
And the need for a strong character
Podcast
Donald, Unhinged.
Donald, Unhinged.0:00/2001× You have to agree with me, there’s some weird sh*t going on as of late. Trump isn’t even in the White House and he’s already running around like a bull in a China shop, lol. This tweet sums it up quite
Make Europe Great Again
PIVOT OR DEATH! Future of the Euro. Trading the Bounce.