Archive - Thematic reports of Asian Century Stocks

China’s capitalist experiment

Estimated reading time: 16 minutes

Mar 20 •

Michael Fritzell

Druckenmiller's gold miner bet

Estimated reading time: 25 mins

Mar 6 •

Michael Fritzell

February 2024

What I read in February 2024

Estimated reading time: 14 minutes

Feb 28 •

Michael Fritzell

Travel notes: Western Australia

Estimated reading time: 13 minutes

Feb 27 •

Michael Fritzell

Macro update for the 1st quarter of 2024

Listening time: 32 mins

Feb 14 •

Michael Fritzell

32:17

Hong Kong's death has been exaggerated

Estimated reading time: 29 minutes

Feb 11 •

Michael Fritzell

January 2024

A review of Tan & Robinson's 2014 book. Estimated reading time: 24 minutes

Jan 24 •

Michael Fritzell

Naming and shaming in Japan

Estimated reading time: 14 minutes

Jan 17 •

Michael Fritzell

The cocoa question

Prices have spiked but no sign of a peak. Estimated reading time: 14 minutes

Jan 10 •

Michael Fritzell

December 2023

2024 predictions

Estimated reading time: 5 minutes

Dec 31, 2023 •

Michael Fritzell

The ones that got away (Part 3)

Estimated reading time: 33 mins

Dec 23, 2023 •

Michael Fritzell

The ones that got away (Part 2)

Estimated reading time: 32 mins

Dec 20, 2023 •

Michael Fritzell

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