A personal view on capital growth — clear theses, honest risk, long-term thinking.
The personal journal of Monty Crawford, on public markets, energy, technology and macroeconomics.
Each piece is a personal point of view, written to make a complex market clearer. Every piece is dated, and its figures are as they stood on that date, so check when a piece was written before relying on any number in it.
Separate the durable drivers from the short-term narrative.
Conviction matters more when risk is made explicit.
Follow compounding forces across policy, supply and demand.
Entries publish straight to the journal. Only someone holding your posting key can publish, change or delete them.
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