
Newsletter
I bought the dip in Parex Resources
I keep buying and I am fairly confident this will work
Newsletter
I keep buying and I am fairly confident this will work
Newsletter
It looks like a buying opportunity
Newsletter
I covered my Nasdaq short as June futures went past 18000 today and switched to a defined risk trade
Newsletter
A recent sell off represents a rare opportunity to own Parex at very high capital yields
Newsletter
Putting the MAG7 stock craze in context, examining how much they can actually grow
Newsletter
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
A look at shipping firm Navigator Gas and what makes it unique
Newsletter
BW Group continues to acquire shares
Newsletter
Update on performance, positioning, and reasoning
Newsletter
People have been asking me if I have any comments here
Newsletter
Some info about yesterday's ballistic missile strike
Newsletter
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
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
$50M being added to the term loan this morning was unexpected and negative. I've sold my position.
Newsletter
An excerpt from our 2023 Marhelm annual report / 2024 Outlook
Newsletter
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?