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Mar 9, 20223 min read
The Cathartic Flush
On the positive side in this region, the outright valuation and equity risk premium is a lot more attractive in Asia Pacific. That is bullis
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Mar 7, 20222 min read
Entering a Phase of Genuine Panic
While some indicators of financial stress appear more sanguine than in the aftermath of 1998 Russia default, there are some genuinely troubl
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Oct 10, 20216 min read
The Shortage Economy & Correlated Beliefs
An important element of our process is having a sense of the prevailing bias or consensus beliefs. That is particularly important when it...
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Oct 5, 20216 min read
The Cluster.... of Net Zero
As one astute Italian observer put it “the arithmetic of energy is pretty straightforward. Resources are depleting fast, as the easier...
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