Readings/content links include Reuters on the US ramping up its advanced fuel production capabilities, remarks from George Soros at the 2023 Munich Security Conference, Todd Warren’s update on Tribeca Global Natural Resources Joe Wiggins on whether fund manager meetings are a waste of time and Patrick Barkham’s conversation with Shaunak Sen, director of the documentary […]

Readings/content links include Merryn Somerset Webb’s conversation with Russell Napier, Q4 market commentary from Horizon Kinetics, the latest developments in the Euronav/Frontline saga, updated thoughts on Xero and Ashmore Group’s 2023 emerging market outlook. Merryn Talks Money: Why governments won’t let inflation go away. Horizon Kinetics: Q4 market commentary (Jan 2023). FreightWaves: Tanker shipping consolidation […]

Readings/content links include Asia Partners’ 2023 internet report, Stephen Givens on why activist funds must invest more than money to make an impact in Japan, Arjun Murti asks whether oil equities will go the way of coal equities, WGC’s gold demand trends for 2022, an interview with Jim Grant and Jardine’s sale of its stake […]

Readings/content links include Packer & Co’s December 2022 report, Platinum Asset Management on the Chinese property market, a recent paper on central bank gold holdings, an interview with Hosking Partners, and CNA on what the rise of digital banks means for Singapore’s seniors. Packer & Co: December 2022 report. Gold as international reserves: A barbarous […]

Desmond Kinch’s latest annual letter is now available (link here). We have covered his letters from previous years and find they are always an interesting read. Some brief notes below – these are for personal reference only, any mistakes are my own. Regarding their fund allocations, he discusses the importance of forging deep and long-lasting […]

Readings/content links include Jonathan Ruffer’s Q4 2022 investment review, Andrew Clifford’s macro outlook for 2023, a Hosking Partners podcast reflects on the “new world order”, the latest developments in the Euronav/Frontline merger saga and Reuters on Fast Retailing’s recent decision to raise wages. Jonathan Ruffer: Q4 2022 investment review. Andrew Clifford: 2023 – A great […]

Readings/content links include Goehring & Rozencwajg’s Q3 2022 market commentary, a conversation with Shawn Hackett on how changes in weather and weather volatility affects the economy and investors, notes from the 2022 Graham & Dodd annual breakfast with Todd Combs, Kevin Williams on his visit to electric car manufacturer VinFast’s headquarters in Vietnam and a […]

Readings/content links include Joe Wiggins on the power of not having a view, the AFR on an accord signed between Woodside Energy and the JIBC on energy security and decarbonisation, a conversation with the lead authors of the annual e-Conomy SEA report, the FT on the Library of Mistakes and the WGC’s latest gold market […]

Readings/content links include the Scottish Oriental Smaller Companies Trust annual report, Duncan MacInnes on the case for cash, Platinum’s Asia ex-Japan market update, Michael Sonnenfeldt on the two per cent solution and Reuters on the US seeking to develop a domestic uranium strategy. Scottish Oriental Smaller Companies Trust: Annual report for year ended Aug 31, […]

Readings/content links include Jens Nordvig on asset ownership vs asset management, Nikkei Asia on the challenges of restarting nuclear reactors in Japan, a photo essay on inflation in Argentina, a conversation with Stanley Druckenmiller at CNBC’s Delivering Alpha conference, the World Gold Council’s initiative to digitize the gold market and an interview with Eric Yuan […]