• Murray’s Musings
  • Long-Term ETF Returns and Long-Term ETF Returns vs. Gold
• Industry Thoughts
  • Gold, Gold Equities and Inflation
• Facts & Figures
  • Lowest-Fee ETFs
  • ETF Closures
  • AUM of the Exchange Traded Funds Worldwide
• Featured Companies
  • Rheinmetall AG (RHM GY)
  • Kinnevik AB (KINVB SS)
  • Rémy Cointreau SA (RCO FP)
  • Investment AB Latour (LATOB SS)
• Post-Musings
  • Gold vs. Indexes
• From the Readers
  • Inflation Beneficiaries: The Employee Compensation Factor
  • Latour vs. Conglomerates
  • The Banking Crisis and Monetary Policy Limitations

• Murray’s Musings
  • Interest Expense
• Industry Thoughts
  • The Defense Industry
• Facts & Figures
  • Active Duty U.S. Army Personnel
  • Naval Fleet
  • U.S. Air Force Personnel
• Featured Companies
  • Weatherford International
  • WPP PLC (WPP LN)
  • Novozymes A/S (NZYMB DC)
  • Publicis Groupe (PUBGY)
• Post-Musings
  • Government Debt Reduction
• From the Readers
  • Limited Market for 10-Year Treasuries

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

• Murray’s Musings
• The Problems of Monetary Theory in the 21st Century
• Industry Thoughts
• The Oil Service Industry
• Facts & Figures
• The Special Drawing Right
• Luxor ASIC Bitcoin 
• Featured Companies
• Odfjell Drilling Ltd. (ODL NO)
• Odfjell Technology Ltd. (OTL NO)
• Seadrill Ltd. (SDRL NO)
• Aker Solutions ASA (AKSO NO)
• Post-Musings
• The BRICS Group
• From the Readers
• The Role of Water in Fracking
• Cost of Mining Equipment vs. the Price of Bitcoin

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

• Murray’s Musings
• Some Counter-Inflationary Trends from 1980 to 2020
• Industry Thoughts
• Electric Utilities and the Electricity Grid
• Facts & Figures
• Why is Battery Storage for Renewable Power Difficult?
• Countries with the Highest Bank Deposit Rates
• Featured Companies
• L E Lundbergföretagen AB (LUNDB SS)
• Investment AB Latour (LATOB SS)
• Bureau Veritas SA (BVI FP)
• Deutsche Böerse AG (DB1 GY)
• Post-Musings
• Vehicle-to-Grid Power
• From the Readers
• Can High Oil Prices Induce a New Production Surge? 

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

• Murray’s Musings
• Classical Monetary Policy Versus Quantitative Easing
• Industry Thoughts
• Gold Industry Profitability
• Facts & Figures
• Negative Interest Rates and Inflation
• Inflationary Exceptions
• Featured Companies
• Polymetal International plc (POLY LN)
• Polyus PJSC (PLZL LI)
• Anglo American plc (AAL LN)
• Euronext N.V. (ENX FP)
• Post-Musings
• Quantitative Easing
• From the Readers
• U.S. Treasuries & Interest Rate Policy in the Global Context
• Siem Industries S.A.
• Lithium Recycling and Energy Efficiency in the Modern World

• Murray’s Musings
• ESG and the Inflationists
• Industry Thoughts
• Pipelines
• Facts & Figures
• The Dakota Access Pipeline
• Other Pipeline Projects
• ESG Ratings vs. Valuations
• Featured Companies
• The Drilling Company of 1972 A/S, aka Maersk Drilling (DRLCO DC)
• Petrofac Limited (PFC LN)
• Schoeller-Bleckmann Oilfield Equipment (SBO AV)
• Aker Solutions ASA (AKSO NO)
• Post-Musings
• Jevons and the Coal Question
• From the Readers
• New Cryptocurrency Regulations and Tax Reporting
• Pipelines: Policy Tools for Limiting Hydrocarbon Consumption?
• The Relationship Between Electric Vehicles and Natural Gas Consumption

Above, please find The European Spin-Off & Restructuring Report Compendium focusing on: 

• Dufry AG (DUFN SW)
• WH Smith PLC (SMWH LN)
• Scandinavian Tobacco Group A/S (STG DC)
• Subsea 7 S.A. (SUBC NO)

Above, please find The European Spin-Off & Restructuring Report Compendium focusing on: 

• Millicom International Cellular S.A. (TIGO SS)
• Saab AB (SAABB SS)
• Prosegur, Compania de Seguridad SA (PSG SM)
• Prosegur Cash, S.A. (CASG SM)

Above, please find The European Spin-Off & Restructuring Report Compendium focusing on Koninklijke Vopak NV (VPK NA), SBM Offshore NV (SBMO NA), Yara International ASA (YAR NO), and Norsk Hydro ASA (NHY NO)