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Noram Drilling
Quick post on a high yield Permian driller
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Quick post on a high yield Permian driller
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My take on Sibanye two weeks before earnings
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A brief history of bubbles
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I keep buying and I am fairly confident this will work
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It looks like a buying opportunity
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I covered my Nasdaq short as June futures went past 18000 today and switched to a defined risk trade
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A recent sell off represents a rare opportunity to own Parex at very high capital yields
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Putting the MAG7 stock craze in context, examining how much they can actually grow
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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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A look at shipping firm Navigator Gas and what makes it unique
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BW Group continues to acquire shares
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Update on performance, positioning, and reasoning
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People have been asking me if I have any comments here
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Some info about yesterday's ballistic missile strike
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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
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In 2015 I began traveling in Latin America and in January 2017 I moved permanently to Panama. Some thoughts on Panama, expat life, and flag theory.