Archive - The Opus

Opus 26: Can You Have Growth and Order?

Understanding the paradox of Switzerland

Nov 26, 2024 •

September 2024

Opus 25: Investing Adventures in Kazakhstan

A troubling fiscal situation, a great bank, and a struggling mine

Sep 12, 2024 •

August 2024

Opus 24: Investing Adventures in Uzbekistan

The capital markets of the silk road

Aug 15, 2024 •

April 2024

Opus 23: Introducing Imperium

Imperium is a new kind of investment firm. We are writing a new chapter for emerging economies.

Apr 24, 2024 •

February 2024

Opus 22: Investing Adventures in Georgia

Where east meets west

Feb 27, 2024 •

December 2023

Opus 21: Investing Adventures in Lithuania

Finding opportunities in one of the best performing European stock markets

Dec 11, 2023 •

October 2023

January 2022

Opus 18: Our Fourth Turning

It's all happened before and it will all happen again.

Jan 21, 2022 •

May 2021

Opus 17: Reflexivity

Along with Inflation, Nomads, and Franz Gordon

May 3, 2021 •

April 2021

Opus 16: What Happened to I?

I am done with the monster of "We"

Apr 27, 2021 •

March 2021

Opus 15: Some Recent Thoughts

Reflexivity, NOPE Theory, Valuations, Time, & Inequality

Mar 26, 2021 •

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