Newsletter
Sibanye Stillwater - Cyclically Weak, Politically Horrific, Fundamentally Strong
A deep dive on one of the world's largest precious metals mining companies
Calvin Froedge
Newsletter
Altisource Portfolio Solutions - Is there any hope?
An update on my worst performing long position
Newsletter
Adventures in the Weird World of Collectibles
I not only attended but got to see things from the perspective of a dealer selling merchandise at a collectibles convention
Newsletter
BW Energy - Coup in Gabon
I woke up to headlines of a coup in Gabon. Here's what I know.
Newsletter
How does Calvin's portfolio get zero'd?
A step by step walk through of how my stock holdings could get wiped out
Newsletter
Infrastructure and community projects in Panama
My adventures in deep community involvement
Newsletter
Tankers - A free report
We recently did a report on crude tankers, I'm letting you have this one for free
Newsletter
Empire building is hard
A deep dive on Vertex Energy, with a focus on the human side of the story
Newsletter
Nasdaq short update
My July "Fade the hype" article was a literal top tick of Nasdaq futures
Newsletter
Shipping Outlooks by Sector
A high level view of the dynamics at play in the maritime industry generally, and by specific shipping sector
Newsletter
What do you want to hear about next?
Please comment with some of the things you'd like to learn more about
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A big moment for Argentina - Libertarian Javier Milei wins the Presidential primary
I identified the election of Javier Milei as a possible catalyst for Argentina/YPF
Newsletter
Foundations of Civil Disobedience: Barter Businesses
The importance of creating and profiting from parallel economies
Newsletter
The rumors of my loss of sanity are greatly exaggerated
The full story of my "wandering samurai" post on Twitter
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Ecopetrol Q2 results
A breakdown of the Q2 earnings report
Newsletter
Positioning update
Overview of my current positioning / thinking on market