Digging Value: National Defense Is ESG Friendly
Digging Value is a twice-a-week column where I deep dive into markets, mining, and whatever financial absurdity caught my attention. If you like your investing insights (not advice!) grounded in cash flows, hard assets, and common sense—but also recognize that markets frequently ignore all three—you’ll probably enjoy this. Let’s explore the wild world of value […]
Maximizing Momentum for Superior Returns
In today’s volatile market environment, the ability to identify, capitalize on, and properly exit trends remains one of the most powerful edges available to global macro investors. While markets may change, the fundamental principles that drive trend formation and momentum rarely do. You asked for it, so I’m going to go deeper into the lifecycle […]
