Is AI a Pie in the Sky?

More on Datacentre Cooling Systems

What to Expect From Gold When the Monetary Policy Regime is Changing

White Hydrogen

The US Senate Bans Imports of Enriched Uranium from Russia

Ceramic Heat Dissipation Substrates

Out-of-Control Public Deficits

Demise of the DM Growth Model

Some Thoughts on Productivity Growth

Project Ignition

Healthcare in Election Years

Clickbait Galore

The Importance of Virtual Water

The End of the Lithium Bull Market?

A Few Facts about the Changing Climate

Another (Timely) Update on Uranium

The End of Indexing?


The Future Belongs to Graphene

How DLE will Change the Lithium Industry

Is It Time to Turn Bullish?

The Future Belongs to Green Hydrogen

Why Megatrend Investing is a Winning Formula

Why Commodities May Defy the Odds in 2023

Why Wealth-to-GDP Must Mean-Revert

Cryptocurrencies Unplugged

The Future of Carbon Capture

Banks to Come Back into Fashion

Conclusions or No Conclusions from China's NPC

The End of the Private Equity Era?

The Implications of Declining Wealth-to-GDP

Gilt Gyrations

Nuclear 2.0 & 3.0

The Sustainability of Food

The Future of Food Prices

The Unsustainability Discount in Real Estate

Swimming in Troubled Waters

From Liquidity to Fundamentals

The Downfall of the Doomsday Prophets

Responsible Investing at Absolute Return Partners

Update on Investing in Secondaries

Lithium-Ion Batteries or Hydrogen Fuel Cells?

A Global Recession? Why the probability of a Worldwide Economic Contraction Is Rising

Upcoming infrastructure

Private vs public companies

Convertible Bonds


The newest (at least to me) tech neologism: Proptech

2022 Market Outlook

Climate Change -Part III

Climate Change - Part II

The Many Challenges of Going Green

Climate Change - Part I


Hydrogen (Part II)

Hydrogen (Part I)

The Productivity Conundrum (Part IV of IV)

The Productivity Conundrum (Part III of IV)

Cryptocurrency Mania

How to invest in water

To Be or Not to Be?

Investing in Natural Resources in a Changing World (Part V of V)

A Future of Pedestrian Economic Growth

Investing in Natural Resources in a Changing World (Part IV of V)

Investing in Natural Resources in a Changing World (Part III of V)

Investing in Natural Resources In a Changing World (Part II of V)

Investing in Natural Resources In a Changing World (Part I of V)

Credit Dislocation Opportunities in the Midst of the COVID-19 Crisis

The Bull Case on Uranium

The Emerging Opportunity in Shipping

Investing in Music Royalties

The Productivity Conundrum (Part II of IV)

TFP vis-à-vis Labour Productivity - why TFP is the best measure of productivity in the digital age

Beta vis-à-vis Correlation Coefficients - how the two measures differ

A note on Wicksell

Is the Fed behind the curve? (Part 2)

Is the Fed behind the curve? (Part 1)

Renewable Energy

Investing in Secondaries

Slowing Global Trade - How it could affect a number of alternative strategies

Agriculture & Water Rights

A different approach to asset allocation - how to perform in a low return environment

A declining workforce and its impact on inflation

Why the next bull market in oil is not so straightforward

Thoughts on (dis)inflation

The Link … (Part 2)

The Link between Demographics, Inflation, Consumer Spending and Equity Returns

The Credit Impulse Explained

A Further Update on Oil

The Real Reasons Why GDP Growth Is Subdued and Will Remain So

Aviation cyclicality

The Implications of Risk On, Risk Off on Portfolio Construction

The Credit Impulse Weakens

Paradigm Shifts in Global Oil Markets

Consumer Brand Licensing

Natural Gas Dynamics

The Biggest Opportunity of a Lifetime?

Investment Rules: Don’t stick to your principles

Passively active risk

Why bother with profit to make money