Margin of Sanity

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Exclusive and in-depth semiconductor trend analysis, covering technological breakthroughs, supply chain shifts, with a strong focus on Taiwan's strategic position :exclusive insights from tech columnist Liang-rong Chen in Taiwan.

Extractive Resource Investing... Coal, Metals and Mining; Oil & Gas; Energy and more!

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Actionable value investment write-ups and insights

Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.

The premier newsletter for Commodities, Mining and Resource Sector Investors, Executives, Analysts, Advisors and Policy-Makers. We provide insitutional-grade research to give you an edge in the world of commodities

Equity Investing: What's Hot & What's Not

This Substack is a place where I'll be sharing my investing ideas and my personal analysis on different companies.