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The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance

The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance

lock-1 By Calvin Froedge 27 Jun 2024
The banknote game

The banknote game

lock-1 By Calvin Froedge 18 Jun 2024
Parex Resources - Back in the buy zone

Parex Resources - Back in the buy zone

lock-1 By Calvin Froedge 17 Jun 2024
South Africa - It's time

South Africa - It's time

lock-1 By Calvin Froedge 14 Jun 2024
Braskem - Near a multi decade bottom with improving fortunes

Braskem - Near a multi decade bottom with improving fortunes

lock-1 By Calvin Froedge 13 Jun 2024
Today was noise. Stay long hard assets.

Today was noise. Stay long hard assets.

lock-1 By Calvin Froedge 07 Jun 2024
DHT - A detailed look

DHT - A detailed look

lock-1 By Calvin Froedge 31 May 2024
BW Energy - Plugging Along

BW Energy - Plugging Along

lock-1 By Calvin Froedge 28 May 2024
Crypto is an asset class you can't afford to ignore

Crypto is an asset class you can't afford to ignore

lock-1 By Calvin Froedge 23 May 2024

Platinum Group Miners - An Exceptional Setup

lock-1 By Calvin Froedge 15 May 2024
Braskem - ADNOC deal falls through, but there's more to this story

Braskem - ADNOC deal falls through, but there's more to this story

Well, it's been a volatile morning for BAK holders. At 7:40 AM EST the company put out the following press release informing the market that ADNOC had informed Novonor it was no longer interested in continuing talks on acquiring their stake. “Dear Sirs, We refer to the

lock-1 By Calvin Froedge 06 May 2024
Brazilian Steel Tariffs - Two Companies in Focus

Newsletter

Brazilian Steel Tariffs - Two Companies in Focus

A look at CSN (SID) - A Brazilian industrials conglomerate with heavy steel exposure, and Gerdau, the largest producer of long steel in the Americas

By Calvin Froedge 02 May 2024
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Calvin's Thoughts

Thoughts, stories and ideas.