Newsletter
The market is kicking me in the teeth
And why I'm just gonna keep taking it if I have to
Calvin Froedge
Newsletter
Braskem - Withdrawing Previous Post
Avoiding speculation - I am already positioned
Newsletter
What would happen if throughput of the Suez and Panama canals were impaired at the same time?
A deep dive into the importance of the Panama and Suez Canals to global trade and an exploration of the threats they face and the opportunities and consequences those threats create
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Finding Value in an Overvalued World
More on my process for finding cheap markets, cheap companies, and cyclical rebounds
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Sibanye Stillwater Convertible Bond Offering
Breaking down the terms of the offering and the pricing
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Black Friday Sale - Lifetime Subscription Option
You can't pay in dollars, but I'm offering a number of ways you can get the paid Calvin's Thoughts posts for the rest of your life
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Ecopetrol - Colombian Supreme Court Delivers Massive Victory to Minority Shareholders
Gustavo Petro's government had introduced a change in royalty deductibility for income tax calculations. The measure had a material impact on EC bottom line results and was just struck down.
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Ecopetrol Q3 Results - Another Solid Quarter
Analyzing the latest quarterly results from Colombia's state energy company
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Vertex Energy Q3 Earnings - Looking Better
Vertex may have finally hit an inflection point after a long road to the big leagues
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Copper, the Canal, and Chaos. Panama is Proving Its Global Relevance.
My takes and insights on the current situation in Panama and where things are headed
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Coal and Machining - Summary of US Trip
I was in the US for 3 weeks, visiting Kentucky, Tennessee, West Virginia, and Indiana
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First Quantum Minerals - Copper Panama approval triggering social unrest
Panama is bracing for major protests over the coming weeks as protestors set to block dozens of roads across the country