Tom's NapkinWage Spiral & InflationAs it has been mentioned many times by experts since 2021 when inflation began to accelerate the only solution is high prices while not…Mar 10, 2023Mar 10, 2023
Tom's NapkinTom on 2023 EnergyRecession fears might be dissipating as the US maintains a fully active workforce. On the meantime headlines of layoffs from the tech…Feb 7, 2023Feb 7, 2023
Tom's NapkinSummer 22'With US crude demand being slowly destroyed one can think of recession by EOY and crude prices retracing some 20–30%, base metals already…Jul 1, 2022Jul 1, 2022
Tom's NapkinMay 22'Newcastle coal has been on a rip even before the UKR-RU conflict, as RU cuts gas transfers to Bulgaria and Poland these will further add…Jul 1, 2022Jul 1, 2022
Tom's NapkinPortfolio Update 3 (26/04/2022)Following with the previous premise and take from early April, Value picks seem to be performing better, i.e. $INTC, although Asian…Apr 26, 2022Apr 26, 2022
Tom's Napkin2022 Q2 ForecastQ2 onwards is shaping up to be a shitshow, sanctions on Russia are here to stay for the foreseeable future, which means that commodities…Apr 1, 2022Apr 1, 2022
Tom's NapkinPortfolio Update 2 (30/03/2022)Along the week I’ve decided to increase substantially the share of miners and O&G with the addition of BHP & Sinopec.Mar 30, 2022Mar 30, 2022
Tom's NapkinPortfolio Update 1 (23/03/22)In light of the previous posts, although they’re far apart between each other my portfolio has since adopted the implicit changes, but one.Mar 23, 2022Mar 23, 2022
Tom's NapkinChina for ValueWith the current situation tied to CBs and their erratic decisions, I believe that we could see a great macro environment in china as soon…Mar 16, 2022Mar 16, 2022
Tom's NapkinUkraine & RussiaI first wrote about this possible scenario in October 2021 as a project for university, you can find my original statement on the Instagram…Jan 25, 2022Jan 25, 2022