Newsletter
YPF Deep Dive
An analysis of what the crown jewel of South America's most dysfunctional socialist utopia could be worth
Calvin Froedge
Newsletter
Marhelm - my shipping data platform
Data, discussion, and weekly roundups. The value and the cost.
Newsletter
An update on the tanker sector
Firms have been printing cash recently, outside normal seasonality. What has changed and will it continue? Does the sector still represent decent value?
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Why expatriating makes financial sense
A brief outline as to why I believe leaving high tax developed countries is generally a good decision - from the perspective of an American expat
Newsletter
Surviving the coming hard times
The short version - get yourself some good land with self sufficient neighbors
Newsletter
Must read article on what led to war in Ukraine
To view the situation as solely due to Russian aggression is far too simplistic, we must go back *at the very least* to the 2014 coup
Newsletter
AOI Q4 Recap - Big Oil Find, Disappointing Hedging and Dividend
An oil find of truly gargantuan proportions and a very cheap stock is being overshadowed by poor short term perception of management decisions
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ASPS Q4 21 Earnings
Expected asset sale adds cash to balance sheet, while top line revenue declines and adjusted loss shrinks
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Update on current market positioning
I have not significantly shifted my exposure recently
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Chinese charterers are scooping up VLCCs while the west announces new SPR releases
China seems to be preparing for something. The question is what?
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Thank you for your support and interest
I have decided to begin moving the bulk of my content to Substack
Newsletter
Private business should be free to make vaccine mandates
It's public vaccine mandates that are the real threat to liberty
Newsletter
When money falls from the sky
An unexpected turn of events for Altisource Portfolio Solutions (ASPS)
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Capital Link Digital Forum 2021
Please register for the *free* three day event starting Tuesday, October 12!
Newsletter
Here come the pitch forks
It's not just the bond vigilantes and sound money people anymore - inflation is turning the common folk and the political class against the monetary system and their gluttonous counterparts
Newsletter
US federal budget and US corporates - expect far higher corporate taxes
A brief analysis of United States federal budget obligations and what it means for US companies, investors, and taxpayers