Readings/content links include coverage of rising tensions between Russia and Kazakhstan, Nikkei Asia on Komatsu’s plans to fend off Chinese competitors in Indonesia, an interview with Pandu Sjahrir, ABC on transforming a defunct uranium mine back into the surrounds of Kakadu National Park, Bloomberg’s conversation with Liu Thai Ker and Prince Street’s Roman Fuzaylov on […]

Readings/content links include Ruffer’s approach to protecting against tail risks in the market, a wide-ranging interview with Seth Klarman, the latest in the Toshiba saga, a Q&A with the new US assistant secretary for nuclear energy and Lars Barstad on Frontline, tankers and oil markets. Ruffer: Winning by not losing – protection strategies (transcript here). […]

Readings/content links include Tribeca’s update on their nuclear energy opportunities strategy, John Collison’s interview with Stanley Druckenmiller at the Sohn 2022 conference, Mitali Mukherjee’s wide-ranging conversation with Ashish Dhawan, Platinum on Japan’s dominance of highly profitable niches and the World Gold Council’s 2022 central bank survey. Tribeca Investment Partners: Guy Keller’s update on the nuclear […]

Readings/content links include Calderwood Capital’s popular delusions newsletter, an interview with John Hempton of Bronte Capital, Greg Miller’s update on the IMO 2020 thesis, the AFR revisits the rise and fall of Nathan Tinkler and David Rubenstein’s conversation with Dawn Fitzpatrick of Soros Fund Management. Calderwood Capital: Popular delusions newsletter (May 2022). Includes an interview […]

Readings/content links include an Oasis presentation on governance issues at Fujitec, Sequoia Capital’s advice to its portfolio companies, remarks from George Soros at the 2022 World Economic Forum in Davos, a conversation with David Halpert on the Indonesian tech landscape and Kishida’s pledge to restart idled nuclear power plants in Japan. Oasis presentation on Fujitec: […]

Readings/content links include a conversation with John Reade on the common criticisms of gold, Pangolin Asia Fund’s April 2022 newsletter, Nikkei Asia on Russian oil tankers turning to stealth shipments under sanctions, a wide-ranging interview with Kerr Neilson and Gordo Byrn on the choices that define your financial life. John Reade (World Gold Council): Common […]

Readings/content links include Grindr’s investor presentation following its recent announcement of a business combination with Tiga Acquisition Corp, the April 2022 monthly report from Tribeca Global Natural Resources, Michelle Wiese Bockmann on why VLCCs haven’t joined the tanker market turnaround, Nikkei Asia on Japan’s energy dilemma and a Bloomberg investigation into what happened to Guinea’s […]

Readings/content links include Greg Miller on the outlook for product tanker companies, an update on the US DoE’s work-in-progress uranium strategy, Horizon Kinetics’ Q1 2022 roundtable discussion, Rob West on what the Russia-Ukraine conflict means for the energy transition and a wide-ranging interview with Jim Grant. Greg Miller: Product tanker owners Ardmore, INSW, Scorpio see […]

Readings/content links include Doomberg’s interview with John Ciampaglia of Sprott Asset Management, Zoltan Pozsar’s note on money, commodities and Bretton Woods III, Andrew Clifford’s macro outlook, VEF on embedded finance in emerging markets and Nicolas Van Broekhoven’s two year review. Doomberg: Sitting down with Sprott. Zoltan Pozsar: Money, commodities and Bretton Woods III. Andrew Clifford: […]

This week’s reading/content links: Richard Nephew: The wisdom of nuclear carve-outs from the Russian sanctions regime. An excellent article reminding us of the importance of thinking before acting, in this case with regards to potential sanctions against Rosatom and the Russian civil nuclear industry. Given Russia is a major influence/player across the nuclear fuel cycle […]