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How will strikes on Iran affect global energy flows?
Iran still has an outsized ability to rattle global energy markets.Markets will not reopen until Monday but a $10 rise…
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Ayatollah Ali Khamenei, Iran’s supreme leader, 1939-2026
When Ali Khamenei was nominated by senior clerics to replace Ayatollah Ruhollah Khomeini as Iran’s supreme leader in 1989, he…
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CEE: A Strong Bullish Catalyst From A Russian Company
My Thesis Magnit PJSC's share buyback of shares from Western investors has driven up its…
The fossil fuel industry will not lead us out of the climate crisis
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Global Indemnity Group: Upside Still Available (NYSE:GBLI)
Global Indemnity Group, LLC (NYSE:GBLI) is a fairly traditional commercial property and casualty insurer and…
China and the revenge of geopolitics
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Nutrien: A Gloomy Outlook (NYSE:NTR)
Investment Thesis After an excellent performance from 2020 to 2022, Nutrien (NYSE:NTR) is now down…
Cambodia’s leader Hun Sen lays ground to pass power to his son
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Lilly’s Alzheimer’s Data For Donanemab
I wrote earlier this year about donanemab, the anti-amyloid antibody developed by Eli Lilly (NYSE:LLY)…
Tesla robotaxis are worth $700bn, or $870bn, or zero
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Stem Stock: Aiming For First Mover Advantage In An Emerging Industry (NYSE:STEM)
Thesis With renewable energy facing multi-decade tailwinds from a combination of macro factors and the…
Jan Marsalek sends unsolicited letter to judges in Wirecard trial
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J.B. Hunt Transport Services, Inc. (JBHT) Q2 2023 Earnings Call Transcript
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) Q2 2023 Earnings Conference Call July 18, 2023 5:00…
Barbie film review — Greta Gerwig’s day-glo comedy gives Mattel the last laugh
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Whole Earth Brands: In Flux After Acquisition Offer (NASDAQ:FREE)
Since the last time I wrote about the sugar alternatives company Whole Earth Brands, Inc.…
Kering tries to fix Gucci with management overhaul
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COWZ: Solid Performance, But Beware The Cyclicality (BATS:COWZ)
Recently, a cash-flows focused ETF - Pacer US Cash Cows 100 ETF (BATS:COWZ) caught my…