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 […]

Readings/content links include an interview with Andrew Clifford on Platinum’s macro outlook, Packer & Co’s December 2021 report, Jonathan Ruffer’s letter, Theo Vermaelen on the ESG buyback and Russell Clark on why short selling has become so hard and why it might become better again. Platinum Asset Management: Catch-22 for Policymakers in 2022? Packer & […]

Readings/content links include Tesla’s new supply agreement with New Caledonia for nickel, architect Yu Kongjian’s pioneering new approach to working with water, a conversation with Lucas White (portfolio manager of the GMO Climate Change Trust), Patrick Wintour on how Nord Stream 2 has paralyzed the West and a wide-ranging interview with Russell Clark. NY Times: […]

Readings/content links include Peter Hessler on how his former students’ lives have been transformed since he taught them in Fuling back in the 1990s, a Goldman Sachs podcast on what India’s digital transformation means for markets, investors and economic growth, Adaro’s plans to diversify away from coal, an interview with Paul Salnikow (founder of the […]