Archive for May, 2025

Inside the U.S. Battle with China Over an Island Paradise Deep in the Pacific
May 3rd, 2025

Via Reuters, an article on Palau – once the site of ferocious World War Two battles – it is again at the epicenter of a geostrategic tussle. America is building radar stations here, while individuals and groups tied to China wage an intense influence campaign with money and land. The brilliant blue waters, thick foliage […]

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Investing in Ukraine: Folly or Wisdom?
May 3rd, 2025

Via CSIS, commentary on the planned discussions of a mineral security deal between the U.S. and Ukraine: The Trump administration has now threatened twice to walk away from negotiations between Russia and Ukraine. The third time could mean disaster—an end to U.S. aid for Ukraine and, with it, lost business opportunities, lost talent, and lost […]

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Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.

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