A few months ago, Kevin Muir of East West Investment Management, posted a blog that highlighted some of our research. We appreciated the shout out as well as the mention of an interview that Leigh...
What makes us so bullish, especially when everyone else is so bearish?Often in severe bear markets, obvious bullish data points sit right in front of us and yet no one seems to notice. Our current ...
As we discussed in our Q4 2017 letter, one of the most important drivers of a country’s commodity demand growth is the rate at which its population urbanizes. As a population moves from the...
I vividly remember arriving in Mumbai for the first time back in the fall of 2007. As we landed, the slums surrounding the airport were barely visible through the thick haze that enveloped the city....
What makes us so bullish, especially when everyone else is so bearish?Often in severe bear markets, obvious bullish data points sit right in front of us and yet no one seems to notice. Our current ...