![Asymmetry - The Golden Age](/content/images/size/w600/2024/07/Screen-Shot-2024-07-19-at-10.26.23-AM.png)
Latest
![Asymmetry - The Golden Age](/content/images/size/w600/2024/07/Screen-Shot-2024-07-19-at-10.26.23-AM.png)
![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)
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
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
Newsletter
I've never seen such an unhinged short position
A quick look at some interesting data in the metals complex
![The metals complex - getting interesting](/content/images/size/w600/2024/05/40f1d561-8eac-4c80-aa23-c232ce8c6f3c_1280x720-jpeg.jpg)
Newsletter
The metals complex - getting interesting
I haven't talked a whole lot about one of my largest areas of exposure...
Newsletter
This global conglomerate is worth watching
If you're looking for another cyclical bet with global diversification, this one is interesting
Newsletter
Insights from Marine Money
12 hours of talks and private conversations with traders, bankers, and ship owners
Newsletter
This Oil Producer Just Dropped a Bombshell Earnings Announcement
A little known Colombian producer announced that on top of a 10% buyback and a 6% dividend yield, they will additionally purchase up to another 10% of shares
Newsletter
I just want to be a data provider
I will no longer be commenting on individual stocks or investments - though I'm happy to do sector level analysis