Newsletter
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
Latest
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
Newsletter
Ecopetrol Q2 results
A breakdown of the Q2 earnings report
Newsletter
Positioning update
Overview of my current positioning / thinking on market
Podcast
Shipping, Real Estate, Commodities, and Entrepreneurship
In this hour long discussion I talk with Max Gagliardi about a number of finance and entrepreneurship related topics
Podcast
El Salvador - Reality or Hype?
For the first episode of the Calvin's Thoughts podcasts, I speak with fellow Marhelmer Karsten Coldevin of Norway about El Salvador. Karsten has been living in El Salvador for a few years now.
Newsletter
Wheat follow up
I called out wheat Monday morning - already up 12% on that trade
Newsletter
Fade the hype - US equity prospects are terrible
The market is extremely overvalued and increasingly unlikely to continue upwards
Newsletter
Trade alert
I just initiated a long trade in the ag complex
Newsletter
Should I think about taking Petrobras profits?
The stock has had a terrific run - let's revisit and see if it's time to take profits yet
Newsletter
Lifetime subscription option
Missed the deadline on Friday? Here's another way you can keep the old price