Uranium – the misunderstood Trump Trade
More on Datacentre Cooling Systems
What to Expect From Gold When the Monetary Policy Regime is Changing
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
Healthcare in Election Years
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 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
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
Private vs public companies
The newest (at least to me) tech neologism: Proptech
The Many Challenges of Going Green
The Productivity Conundrum (Part IV of IV)
The Productivity Conundrum (Part III of IV)
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 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
Is the Fed behind the curve? (Part 2)
Is the Fed behind the curve? (Part 1)
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 between Demographics, Inflation, Consumer Spending and Equity Returns
The Credit Impulse Explained
The Real Reasons Why GDP Growth Is Subdued and Will Remain So
The Implications of Risk On, Risk Off on Portfolio Construction
The Credit Impulse Weakens
Paradigm Shifts in Global Oil Markets
The Biggest Opportunity of a Lifetime?
Investment Rules: Don’t stick to your principles