![The Parex Update](/content/images/size/w600/2024/08/images.png)
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![The Parex Update](/content/images/size/w600/2024/08/images.png)
![Sasol - I think the bottom is in](/content/images/size/w600/2024/08/-1x-1.jpg)
Sasol - I think the bottom is in
![GeoPark - COP devaluation drives tax surprise, but strong shareholder returns continue](/content/images/size/w600/2024/08/koyfin_20240816_123418784-1.png)
GeoPark - COP devaluation drives tax surprise, but strong shareholder returns continue
Braskem Results - Improving Cashflow, Long Runway
![Parex - Bad reaction, excellent numbers](/content/images/size/w600/2024/08/Screen-Shot-2024-08-02-at-11.15.03-AM.png)
Parex - Bad reaction, excellent numbers
![Updates from this week - Vale, Braskem, GeoPark, and Sibanye Stillwater](/content/images/size/w600/2024/07/Screen-Shot-2024-07-27-at-11.58.51-AM.png)
Updates from this week - Vale, Braskem, GeoPark, and Sibanye Stillwater
![Asymmetry - The Golden Age](/content/images/size/w600/2024/07/Screen-Shot-2024-07-19-at-10.26.23-AM.png)
Asymmetry - The Golden Age
![Current investment allocations and outlook](/content/images/size/w600/2024/07/GSQrU18agAE9PZ5.jpeg)
Current investment allocations and outlook
![Braskem - is there any hope?](/content/images/size/w600/2024/07/koyfin_20240705_105155575.png)
Braskem - is there any hope?
![The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance](/content/images/size/w600/2024/06/Screen-Shot-2024-06-27-at-12.28.31-AM.png)
The Twitter Purge - Adventures in Graph Theory and Applications in Intelligence and Finance
![The banknote game](/content/images/size/w600/2024/06/s-l1600.webp)
The banknote game
![Parex Resources - Back in the buy zone](/content/images/size/w600/2024/06/Screen-Shot-2024-06-17-at-10.25.11-AM.png)
Parex Resources - Back in the buy zone
![South Africa - It's time](/content/images/size/w600/2024/06/download.png)
South Africa - It's time
![Braskem - Near a multi decade bottom with improving fortunes](/content/images/size/w600/2024/06/Screen-Shot-2024-06-13-at-10.32.34-AM-2.png)
Braskem - Near a multi decade bottom with improving fortunes
![Today was noise. Stay long hard assets.](/content/images/size/w600/2024/06/Screen-Shot-2024-06-07-at-3.54.13-PM-1.png)
Today was noise. Stay long hard assets.
![DHT - A detailed look](/content/images/size/w600/2024/05/DHT-Ann-Sky-1-1.jpeg)
DHT - A detailed look
![BW Energy - Plugging Along](/content/images/size/w600/2024/05/Screen-Shot-2024-05-27-at-8.25.40-PM.png)
BW Energy - Plugging Along
![Crypto is an asset class you can't afford to ignore](/content/images/size/w600/2024/05/Screen-Shot-2024-05-23-at-5.53.39-PM.png)
Crypto is an asset class you can't afford to ignore
Platinum Group Miners - An Exceptional Setup
![Braskem - ADNOC deal falls through, but there's more to this story](/content/images/size/w600/2024/05/banner-acontece.webp)
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
![Brazilian Steel Tariffs - Two Companies in Focus](/content/images/size/w600/2024/05/b083c4ba-1bc3-49aa-9b29-4065cf897924_800x600-jpeg.jpg)
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
Newsletter
What would you like me to write about?
Brainstorming for topics over the next few months
Newsletter
Plastics - the future of oil
Insight into why all the Middle Eastern oil majors are on the hunt for petrochemical companies
Newsletter
Doing business in Singapore
A breakdown of advantages, disadvantages, and available services
Newsletter
Vale - worth the squeeze?
A look at one of the world's largest iron producers
Newsletter
The Train to Los Angeles
Don't get off in Chicago!
Newsletter
Want to get the paid posts? Consider a barter offer
All manner of oddities considered
Newsletter
How to buy physical
Exploring a little discussed subject in investing
Newsletter
Q1 Report - Charts & Allocations
Reflections on the first 90 days of 2024
Newsletter
Q1 Update
Video format update of my Q1 positioning and outlook
Newsletter
Some hot Marhelm content - coal, dirty tankers, dry bulk, shale production, offshore, and more
Sharing our recent interview with Trader Ferg
Newsletter
A few interesting developments
A roundup of a few recent news items