Each week I send a short note: what changed in our thinking and why, and what caught my eye in the quiet corners of the market. These are the latest issues. Longer deep dives live on the Reports page. Please read Read first to see what this is and isn't.
Latest issues
23 Oct 2026
Issue #1: Where the crowd isn't
Why unloved sectors can be worth a look, using tankers as the example.
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