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The Chemicals Industry
2/3/2026
Larger European companies with a market cap of up to 1/2 of equity
1/31/2026
"Early Bird Catches the Worm"
1/29/2026
Paris Stock Exchange: Current TOP 10 'cheapest' and a portfolio of them
1/28/2026
Precious Metals-miners: TOP 100 ten year share price performances
1/26/2026
Europe Screening: 1) Dividend Yield > 8% and 2) P/B < 1
1/24/2026
9 months later: "The best mining entrepeneur in the world" bought shares in his company for the first time in 10 years
1/22/2026
Europe screening: 1) No debt, 2) at least 150% distance to "normal pricing" and 3) PB ratio 10-year low
1/20/2026
Update: 25+ year valuation charts for the european Steel-portfolio [Thyssenkrupp, Salzgitter, Outokumpu]
1/18/2026
USA REPORT 12-2025: Government debt, interest expense, budget deficit and the central bank (Trump 4Q25 vs. Biden 4Q24 and Fed Balance Sheet to GDP 1915-2025)
1/15/2026