Newsletter
I just want to be a data provider
I will no longer be commenting on individual stocks or investments - though I'm happy to do sector level analysis
Calvin Froedge
Newsletter
Presentation on Parex Resources
Why I think the market is really misunderstanding the company
Newsletter
Parex Resources - Brilliant Tax Strategy Will Pay Huge Dividends
While the market may focus on a change in reserves, it should be ignored
Newsletter
Out of Petrobras
Great run, but time to move on
Newsletter
Braskem - Catching BAK Up
The company is showing signs of improvement on multiple fronts, while a binding buyout offer could be on the way
Newsletter
Noram Drilling
Quick post on a high yield Permian driller
Newsletter
Sibanye Press Release on Production & Trading
My take on Sibanye two weeks before earnings
Newsletter
Is it different this time?
A brief history of bubbles
Newsletter
I bought the dip in Parex Resources
I keep buying and I am fairly confident this will work
Newsletter
Protests in Colombia
It looks like a buying opportunity
Newsletter
Moved bearish bets from futures to puts, reflections on the rest of my portfolio
I covered my Nasdaq short as June futures went past 18000 today and switched to a defined risk trade
Newsletter
Parex Resources - All weather oil stock with a great track record and a strong yield
A recent sell off represents a rare opportunity to own Parex at very high capital yields