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Reports
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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
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
Thoughts from a Renaissance man – After the bleak mid-winter
November 17, 2020
Daily thoughts from a Renaissance man – Kamala Harris – worth a few minutes of EM investor reading time
November 13, 2020
Daily thoughts from a Renaissance man – Biden's victory, trillions into EM and lockdown latest in EM/Frontier
November 5, 2020
Daily thoughts from a Renaissance man – Does China need fiscal sustainability lessons from South Africa?
October 20, 2020
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