Calvin's Thoughts
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Calvin Froedge
GeoPark - COP devaluation drives tax surprise, but strong shareholder returns continue
Braskem Results - Improving Cashflow, Long Runway
Parex - Bad reaction, excellent numbers
Updates from this week - Vale, Braskem, GeoPark, and Sibanye Stillwater
Asymmetry - The Golden Age
Current investment allocations and outlook
Braskem - is there any hope?
The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance
The banknote game
Parex Resources - Back in the buy zone
South Africa - It's time
Braskem - Near a multi decade bottom with improving fortunes
Today was noise. Stay long hard assets.
DHT - A detailed look
BW Energy - Plugging Along
Crypto is an asset class you can't afford to ignore
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