The following topics are discussed in this month’s compendium:

• Murray’s Musings
  • The Search for Double-Digit Returns
• Industry Thoughts
  • The Astonishing Semiconductor Industry
• Facts & Figures
  • Two Decades of ETF Performance
  • The Growth of U.S. Data Centers
• Featured Companies
  • CNX Resources Corp. (CNX)
  • Consol Energy Inc. (CEIX)
  • Arch Resources, Inc. (ARCH))
  • Peabody Energy Corp. (BTU)
• Post-Musings
  • Artificial Intelligence and Fossil Fuels
• From the Readers
  • The Future of Coal
  • Schlumberger in the S&P
  • Oil and Coal Reserves
  • Data Center Power Usage
  • ESG and AI

The following topics are discussed in this month’s compendium:

• Murray’s Musings
  • China vs. the United Kingdom and France
• Industry Thoughts
  • Submarines, Magnets, and Chinese Patents
• Facts & Figures
  • Chinese Patents in Europe
  • U.S. Patent Awards by Company
  • Invalidation of Patents in the U.S.
  • Lithium Carbonate Prices and EVs
• Featured Companies
  • Kering (KER FP)
  • Compagnie Financiere Richemont SA (CFR SW)
  • The Swatch Group AG (UHR SW)
  • Publicis Groupe (PUB FP)
• Post-Musings
  • Chinese Technological Advances
• From the Readers
  • Investing in China

The following topics are discussed in this month’s compendium:

• Murray’s Musings
  • Mega Market Capitalizations and Indexation
• Industry Thoughts
  • IPOs vs. New ETFs
• Facts & Figures
  • ETFs and Commodities
  • The Largest IPO of All Time
• Featured Companies
  • 3M Co. (MMM)
  • General Electric Co. (GE)
  • Jacobs Solutions Inc. (J)
  • MDU Resources Group Inc. (MDU)
• Post-Musings
  • Government and Mega-Cap Stocks
• From the Readers
  • Hedging with the U.S. Oil Fund
  • IPOs and the S&P 500
  • The Impossibility of Equal Weight Indexes
  • The Trouble with Weighting Caps
  • The Endgame of Indexation

The following topics are discussed in this month’s compendium:

• Murray’s Musings
  • The Questionable Logic of the MSCI ACWI
• Industry Thoughts
  • The Global Automobile Industry’s EV Paradox
• Facts & Figures
  • The Growth of EVs and Charging Infrastructure
  • EV Charger Types
• Featured Companies
  • Aktiebolaget Volvo (VOLVB SS)
  • Volvo Car AB (VOLCARB SS)
  • Daimler Truck Holding AG (DIG GY)
  • Volkswagen AG (VOW GR)
• Post-Musings
  • Inflation and Strategic Materials
• From the Readers
  • More on Strategic Technology Minerals: Coltan
  • The Lithium Dilemma
  • The Economics of EV Charging
  • Combustion Engines and Geopolitics
  • The Practice and History of EV Charging

The following topics are discussed in this month’s compendium:

• Murray’s Musings
  • Technology Giants and Electric Power
• Industry Thoughts
  • Utilities vs. the S&P 500
• Facts & Figures
  • The Top Holdings in the MSCI ACWI Index
  • Ten Largest Companies in the World
  • Standard Deviations of Selected Disparate Indexes
• Featured Companies
  • Haleon PLC (HLN LN)
  • ZimVie Inc. (ZIMV)
  • Douglas Elliman Inc. (DOUG)
  • Safehold Inc. (SAFE)
• Post-Musings
  • The Limits of Indexation
• From the Readers
  • Precious Metals vs. Oil Royalty Companies
  • Diamond Mining Companies vs. Diamond Standard
  • Geopolitical Power
• Appendices
  • The Wealth Index (RCH)
  • Money Manager Index
  • International Money Manager Index

• Murray’s Musings
  • A Day in the Life of the U.S. Treasury Fiscal Statement,
    September 30, 2022
• Industry Thoughts
  • Custodian Banks
• Facts & Figures
  • Coal
  • Bitcoin Asset Holder Distribution 10
• Featured Companies
  • Aktieselskabet Schouw & Co. (SCHO DC)
  • Eni SpA (ENI IM)
  • Saipem SpA (SPM IM)
  • Clarkson PLC (CKN LN)
• Post-Musings
  • U.S. Defense Spending Since the End of the Cold War
• From the Readers
  • Bitcoin Ownership Concentration
  • The Uneven Societal Impacts of Inflation vs. The Level
  • Playing Field of a Fixed-Issuance Cryptocurrency
  • Metallurgical vs. Thermal Coal Pricing
  • Gresham’s Law re. Fiat vs. Crypto

• Murray’s Musings
• The Deflation Scenario 
• Industry Thoughts
• Oil Service Industry 
• Facts & Figures
• PP&E Investment Trends of the Major Energy Companies 
• Energy Infrastructure Investment 
• Featured Companies
• Newmont Corporation (NEM) 
• Barrick Gold Corporation (GOLD) 
• Gold Fields Ltd (GFI) & Yamana Gold Inc. (AUY) 
• Kinross Gold Corporation (KGC) 
• Post-Musings
• Concentration in ETFs 
• From the Readers
• Estimating the Global Energy Investment Deficit and
• OPEC Capacity
• Why Do the Bitcoin Mining Companies Hold Bitcoin? 
• Neon Gas Shortage as a Factor in Semiconductor Chip Shortages

• Murray’s Musings
• Bitcoin Mining Again 
• Industry Thoughts
• Cryptocurrency Dynamics: Metcalfe’s Law or Network Effect 
• Facts & Figures
• Historical Bitcoin Hashrate
• Wealth Distribution of Bitcoin
• Bitcoin Velocity
• Number of Wallets
• Featured Companies
• Bakkt Holdings, Inc. (BKKT)
• Core Scientific, Inc. (CORZ)
• U.S. Global Investors, Inc. (GROW)
• Galaxy Digital Holdings Ltd. (GLXY CN)
• Post-Musings
• Post Halving Mining Economics
• From the Readers
• Metcalfe’s Law and Compounding
• Paying for Mining Equipment
• Network Effect Heading Toward 2140 – Bitcoin Fees and
• Valuation
• Mining Economics & Shopping for Rigs: What Drives the
• Bitcoin Price
• Volatility vs. Information Dissemination
• If Mining Rigs Stop Improving
• Blockchain Security vs. Cybersecurity
• The Bitcoin Price: Information Efficiency & Institutional
• Acceptance
• Mining Rig Efficiency and the New Equipment Cycle
• How Can Bitcoin Go So High?

Above, please find The Spin-Off Report Compendium focusing on Alexander & Baldwin, Inc. (ALEX), Tri Pointe Group, Inc. (TPH), WPX Energy Inc. (WPX), and The Kraft Heinz company (KHC)

Above, please find The Spin-Off Report Compendium focusing on International Business Machines Corp. (IBM), Madison Square Garden Sports Corp. (MSGS), Madison Square Garden Entertainment Corp. (MSGE), and Liberty Media Corp.-Liberty Braves (BATRK)