Newsletter
Braskem - Withdrawing Previous Post
Avoiding speculation - I am already positioned
Calvin Froedge
Newsletter
What would happen if throughput of the Suez and Panama canals were impaired at the same time?
A deep dive into the importance of the Panama and Suez Canals to global trade and an exploration of the threats they face and the opportunities and consequences those threats create
Newsletter
Finding Value in an Overvalued World
More on my process for finding cheap markets, cheap companies, and cyclical rebounds
Newsletter
Sibanye Stillwater Convertible Bond Offering
Breaking down the terms of the offering and the pricing
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Black Friday Sale - Lifetime Subscription Option
You can't pay in dollars, but I'm offering a number of ways you can get the paid Calvin's Thoughts posts for the rest of your life
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Ecopetrol - Colombian Supreme Court Delivers Massive Victory to Minority Shareholders
Gustavo Petro's government had introduced a change in royalty deductibility for income tax calculations. The measure had a material impact on EC bottom line results and was just struck down.
Newsletter
Ecopetrol Q3 Results - Another Solid Quarter
Analyzing the latest quarterly results from Colombia's state energy company
Newsletter
Vertex Energy Q3 Earnings - Looking Better
Vertex may have finally hit an inflection point after a long road to the big leagues
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Copper, the Canal, and Chaos. Panama is Proving Its Global Relevance.
My takes and insights on the current situation in Panama and where things are headed
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Coal and Machining - Summary of US Trip
I was in the US for 3 weeks, visiting Kentucky, Tennessee, West Virginia, and Indiana
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First Quantum Minerals - Copper Panama approval triggering social unrest
Panama is bracing for major protests over the coming weeks as protestors set to block dozens of roads across the country
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Navigating a world at war
Financial and non financial advice for a world erupting into conflict
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What happened to the EC dividend?
A quick update on the dividend and what's expected
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Facing the storm
How I'm positioning for defense and upside in a very unstable environment
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Things every young American should do to gain financial independence
When you're young, you plant trees. When you're old, you get fruit, shade, and timber. Here's a report from the trenches for the young American.
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My stock picking process
How I generate, filter, and source ideas