Newsletter
Market has turned bearish on energy, but making profits doesn't require higher stock prices
A second look at TransGlobe Energy and the options strategy I'm using to lower risk and boost returns
Latest
Newsletter
Market is delusional - but energy dividends will be very real
How I'm thinking about the current energy sell off
Newsletter
Last chance to sign up for Marhelm shipping information service at existing price
Existing rate of $999/yr will increase to $2499/yr at midnight on June 30th, 2022
Newsletter
Demand destruction! Oil stocks crashing! Is it like 2008?
A look at Canadian firm Transglobe Energy, how it fared in the 2008 financial crisis and recession, and how it compares to today
Newsletter
Earn almost 10% without market risk on $24.5k, much of it in < 90 days
A fun post on how to game the US banking system
Newsletter
Stop speculating on crypto and just start using it
Currencies without gate keepers are important for a number of reasons. I would argue anyone of means has a moral responsibility to promote "freedom money".
Newsletter
YPF Deep Dive
An analysis of what the crown jewel of South America's most dysfunctional socialist utopia could be worth
Newsletter
Marhelm - my shipping data platform
Data, discussion, and weekly roundups. The value and the cost.
Newsletter
An update on the tanker sector
Firms have been printing cash recently, outside normal seasonality. What has changed and will it continue? Does the sector still represent decent value?
Newsletter
Why expatriating makes financial sense
A brief outline as to why I believe leaving high tax developed countries is generally a good decision - from the perspective of an American expat
Newsletter
Surviving the coming hard times
The short version - get yourself some good land with self sufficient neighbors
Newsletter
Must read article on what led to war in Ukraine
To view the situation as solely due to Russian aggression is far too simplistic, we must go back *at the very least* to the 2014 coup
Newsletter
AOI Q4 Recap - Big Oil Find, Disappointing Hedging and Dividend
An oil find of truly gargantuan proportions and a very cheap stock is being overshadowed by poor short term perception of management decisions
Newsletter
ASPS Q4 21 Earnings
Expected asset sale adds cash to balance sheet, while top line revenue declines and adjusted loss shrinks
Newsletter
Update on current market positioning
I have not significantly shifted my exposure recently
Newsletter
Chinese charterers are scooping up VLCCs while the west announces new SPR releases
China seems to be preparing for something. The question is what?