Readings/content links include Stanford’s Sara Heston & Peter Kelly on their search fund study, an interview with Nathan Tinkler, a DoE report finds hundreds of retiring coal plant sites could convert to nuclear, In Gold We Trust’s 2022 chartbook and the Blind Spot’s transcript from a podcast remembering Black Wednesday. Think Like An Owner: Sara […]

Readings/content links include Zoltan Pozsar’s recent note on war and industrial policy, Bloomberg’s conversation with Chris Woods from Jefferies, SIA Funds’ August 2022 newsletter, Arnott Capital’s strategy update and Prime Quadrant’s interview with Richard Lawrence. Zoltan Pozsar: War and industrial policy. Bloomberg: Interview with Chris Woods. SIA Funds: August 2022 newsletter. Arnott Capital: Strategy update […]