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
Calvin Froedge
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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
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Is it different this time?
A brief history of bubbles
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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
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Either I'm dumb or the world has lost its mind
Putting the MAG7 stock craze in context, examining how much they can actually grow
Newsletter
Santiago, Chile - Thoughts with a Financial Bent
I've spent much of the past month in Chile's capital. Are there any opportunities? How does the system work? I'll dig into that a bit in this post
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Navigator Gas - Shipping + Infrastructure Play
A look at shipping firm Navigator Gas and what makes it unique
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More good news for BW Energy
BW Group continues to acquire shares
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Bad start to the year...
Update on performance, positioning, and reasoning
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Comment on Sibanye Stillwater
People have been asking me if I have any comments here
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Who did Iran kill in Erbil yesterday?
Some info about yesterday's ballistic missile strike
Newsletter
The Red Sea Crisis - Observable Changes
While narratives are swirling in all directions, let's see if we can find some signal in the noise and figure out where things are really going