Readings/content links include a Q&A with Warren Gilman (Queen’s Road Capital) on the outlook for uranium, Mattias Westman & Akshay Bhutiani on investing in Russia, a Bloomberg interview with Graticule’s Adam Levinson, Pangolin Asia Fund’s January 2022 newsletter and the most recent quarterly letter from Orlog Capital. Q&A with Warren Gilman: The outlook for uranium […]

Readings/content links include George Soros on China, The Australian on the rise of the one-man equities research blogger, Paul Smith on his worst investment ever, Dan Tapiero and Dan Morehead on their macro outlook for 2022 and New York Magazine’s profile of Nathan Anderson (founder of Hindenburg Research). George Soros on China: Remarks delivered at […]