Newsletter
Altisource Portfolio Solutions - the blood in the streets update
Shares are down 23.5% today and down nearly 70% from a recent peak. Is the company going banrkupt?
Latest
Newsletter
Product tanker market update
Tonne mile growth, the Russian diesel ban, and sector risks
Newsletter
2022 - My investment performance review
Some ups and downs, but overall, a fantastic year financially
Newsletter
How to transfer real estate in Panama without involving a lawyer
I saved myself and a friend who sold me property a few thousand dollars today, here's how you can do the same
Newsletter
How to send a Substack subscription as a gift
It's easy and takes just a few minutes! Share your favorite authors with others
Newsletter
Petrobras - Political Risk and Opportunity
While I can't tell you exactly what Lula will do, I can tell you Petrobras shares trade at massive discounts to global peers and have offered large historical yields
Newsletter
Ecopetrol - Long thesis and summary of changes under Petro government
A small bet on one of Latin America's primary diesel exporters became my largest position due to a huge "political risk" sell off
Newsletter
Espey Manufacturing - Why I'm Long
A sum of the parts analysis of a tiny defense company in Saratoga Springs, NY which trades at a historically cheap valuation
Newsletter
Living in Panama, an example with two budgets
Comparing living on $1000/mo with living on $5000/mo in the Chiriqui highlands of Western Panama
Newsletter
How will Europe fare this winter?
Some concrete data to help quantify just how much the European economy may get hit this winter, along with current projections
Newsletter
Shipping & Commodities ERs, Week Ending 8/5
A number of earnings results expected from shipping and integrated oil and gas companies. Here's what I'll be paying attention to.
Newsletter
Becoming an expat: the incentives, the realities. A good/bad/ugly list with a focus on Panama.
A short post on why I moved to Panama, what has worked out, and what hasn't
Newsletter
Petrobras fuel pricing policy
My take on what it means
Newsletter
Q2 earnings kicking off this week for Energy and Shipping Companies
Many product tankers and integrated oil and gas companies are packing their results into next week. They really want to tell us how much money they've made!
Newsletter
Mass protests hit Panama
The Panamerican highway has been blocked for two weeks. The situation is rapidly deteriorating.
Newsletter
Five Toronto traded, debt free oil producers compared
In past oil cycles, what destroyed capital was excessive debt and high cost growth combined with falling commodity prices. We can't control the price of oil, but we can invest in low leverage!