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 […]

Readings/content links include a look at the consequences for US nuclear power if sanctions are imposed on Russian uranium, the latest developments in the Toshiba saga, an interview with Tribeca’s Ben Cleary, news of Aravt Global shutting down and the Ruffer Review 2022. POWER Magazine: Pressure on US nuclear power could mount if sanctions imposed […]

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 […]

OAM Letter Desmond Kinch’s annual letters for the Asian Recovery Fund are always worth a read. In this year’s letter, he discusses their thoughts on investing in China, the reason they have ~25% of the fund’s assets in India despite a significant tax drag and higher valuations vs. other markets in Asia, and why ASEAN […]