Hosking Post

Insights on markets and investment opportunities, through the lens of the capital cycle.

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Hosking Post 2025

Reflections from Mexico and Argentina

Luke Bridgeman reflects on his recent trip to Mexico and Argentina.

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Hosking Post 2024

Rolling in the Deep: The Capital Cycle in PGMs

The value is deep, the future is bright.

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Hosking Post 2024

Babcock International

A compelling UK defence turnaround story.

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Hosking Post 2024

Japan: The Best Game in Town

Jeremy Hosking’s thoughts on the recent Japanese stock market drawdown

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