Newsletter
I bought the dip in Parex Resources
I keep buying and I am fairly confident this will work
Calvin Froedge
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
Newsletter
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
Newsletter
Navigator Gas - Shipping + Infrastructure Play
A look at shipping firm Navigator Gas and what makes it unique
Newsletter
More good news for BW Energy
BW Group continues to acquire shares
Newsletter
Bad start to the year...
Update on performance, positioning, and reasoning
Newsletter
Comment on Sibanye Stillwater
People have been asking me if I have any comments here
Newsletter
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
Newsletter
Eight years an expat - a reflection on my years in tax exile
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.
Newsletter
Vertex Energy - Not What I Was Hoping For
$50M being added to the term loan this morning was unexpected and negative. I've sold my position.
Newsletter
Bonus Post for Paid Subscribers
An excerpt from our 2023 Marhelm annual report / 2024 Outlook
Newsletter
2023 - Year in Review
This will be the last blog post of 2023! How did I do this year? What am I thinking about going into the next year?