Some added context and updates considering my conversation with Bill Powers took place on the morning of Liberation Day.
Via Twitter: My PDAC report on Mexico
My big takeaway from PDAC is the sentiment around Mexico/permits. Complete 180 from last year.
Reading list: February 24, 2025
Investment commentaries looking at indirect AI plays and copper prices. Probability-based investing done properly. And the cracks are showing in the Canadian housing market.
Protected: Notes on LandBridge Company
There is no excerpt because this is a protected post.
Ether Capital converts to an ETF
Move closes the discount to net asset value without triggering a taxable event
Monday Morning Notebook
Random thoughts and portfolio update