Fundamental research on energy, industrials and other problem children. Should not be taken as investment advice. Author may have position in stocks discussed. Do your own due diligence.
Former fund manager and energy specialist
The Next Economy provides content on economics, politics and technology from an investorโs point of view. Precise, relevant, and unbiased. The Next Economy is free
Value Speculator. Inspired by Druckenmiller and Burry. I write about individual global companies, Macros, Shorting and Investing in General
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.