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 saga watched ‘like it’s Netflix’ (note the emergency arbitration claims filed by Euronav have been fully dismissed, link).
- Find The Moat: The Xero story – a 2023 update.
- Ashmore Group: “EM in 10” update.