This week’s readings/links include Fred Hickey on why this is the perfect environment for gold, a wide-ranging conversation with Malcolm Turnbull, an interview with Grant Williams, Izabella Kaminska on the mystery (revived) of the United States Oil Fund and Greg Miller with an update on the tanker market. Fred Hickey: This is the perfect environment […]

This week’s readings/links include an interview with Stephen Diggle, Charlie Munger on why the phone is not ringing off the hook, a follow-up discussion with Harris Kupperman on oil tankers, Gerard Minack on how the coronavirus crisis will change investment strategy, a Tim Ferriss conversation with Jane Goodall and Marc Andreessen on why it’s time […]

This week’s readings/links include Patrick Ghali of Sussex Partners on where his firm currently sees opportunities in Japan, Horseman Capital’s Russell Clark on junk in the trunk, interviews with Hugo De Stoop (CEO of Euronav) and Jason Hsu (founder & CIO of Rayliant Global Advisors) and Nadjeschda Taranczewski on the role of source in organizations. […]

This week’s readings/links include Jonathan Tepper on how Covid-19 has exposed our financial fragility, Antipodes Partners on identifying opportunities in a crisis, an interview with Jim Grant, Harris Kupperman talking tankers with RealVision and Carson Block on short selling in the time of coronavirus. Jonathan Tepper: Covid-19 has exposed our financial fragility. Antipodes Partners: Identifying […]