Happy Halloween! This week’s content links include Sprott on the disconnect between uranium equities and market fundamentals, Palliser Capital on unlocking value in Korea’s preferred shares, Flashlight Capital Partners’ open letter to the board of Orion Corp, Chris Wood on the AI capital cycle and short interviews with Dan Rupp (Parkway) and John Pinkel (Indus). […]

Greetings from a haze-smothered Singapore. I don’t recall it being this bad since the late 1990s (2015 was reportedly worse, but I was living abroad then). Unfortunately, with El Niño delaying the onset of the Indonesian monsoon, it looks like we will have to suffer it out for a while longer. And while it is, […]