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Reports
| SPONSORED Beluga Group – FY20 results – Key conference call take-aways March 11, 2021 |
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| SPONSORED Beluga Group – FY20 results – Positive earnings and dividend surprise March 11, 2021 |
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| SPONSORED Beluga Group – 4Q20 trading update – Good progress diversifying the business January 25, 2021 |
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| Daily thoughts from a Renaissance man – Strong CNY may explain rising wheat/corn prices January 11, 2021 | |
| Daily thoughts from a Renaissance man – The UK and SA new COVID variants - bad news for 1Q21 January 4, 2021 | |
| The Focal Point – Coming in from the cold December 18, 2020 |
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| Daily thoughts from a Renaissance man – The 2 most interesting stories of Dec 2020: Facebook and Yongcheng Coal and Electricity Holding Company December 10, 2020 | |
| Daily thoughts from a Renaissance man – The great debt debate for FM/Africa December 1, 2020 | |
| Thoughts from a Renaissance man – «Ïðîéäåò çèìà õîëîäíàÿ» Ïåðåâîä ñ àíãëèéñêîãî November 17, 2020 |
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| Thoughts from a Renaissance man – After the bleak mid-winter November 17, 2020 |
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