Archive - The Opus

Opus 28: America Inc.

A stock report on America Inc. the business

Feb 20 •

January 2025

Opus 27: Notes on Davos & The WEF

A first timer's experience with a conference of many extremes

Jan 27 •

November 2024

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

Opus 20: Bhutan Part 2 - Macro, Hydro, & Bitcoin

An indebted nation mining Bitcoin powered by their own mountains

Oct 23, 2023 •

Opus 19: Investing Adventures in Bhutan

Finding hidden gems in the Land of the Thunder Dragon

Oct 3, 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 •

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