21 Aug 2025
7 minutes read
The Ghost of Bubbles Past
A tale of two bubbles, separated by 25 years and united by the same spectacular blindness to efficiency.
09 Aug 2025
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The Hidden Asian Dragon
The combination of reasonable valuations relative to growth prospects, ongoing recovery in Asian economies, and …
05 Aug 2025
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Soaring Bitcoin, Hidden Leverage
As Bitcoin carves new all-time highs, the market is celebrating corporate treasuries embracing crypto. Are we witnessing …
03 Jul 2025
7 minutes read
The Magnificent Few
The whole S&P 500 market rally is being carried by a handful of mega-cap names while 90-95% of stocks are just …
01 Jul 2025
7 minutes read
The Great Capital Migration
Wall Street’s most reliable pattern: How following the money and its impact on demand beats forecasting demand in …
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I’ve always been drawn to contrarian ideas – those …
Tin: Time to Shine
In the ever-evolving landscape of commodities, tin …
Copper's Electrifying Ascent
The recent surge in copper prices to a 14-month …
Lessons Learned the Hard Way
Like many who invest, I have made my fair share of …