Newsletter
A few interesting developments
A roundup of a few recent news items
Latest
Newsletter
I've never seen such an unhinged short position
A quick look at some interesting data in the metals complex
Newsletter
The metals complex - getting interesting
I haven't talked a whole lot about one of my largest areas of exposure...
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This global conglomerate is worth watching
If you're looking for another cyclical bet with global diversification, this one is interesting
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Insights from Marine Money
12 hours of talks and private conversations with traders, bankers, and ship owners
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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
Newsletter
Presentation on Parex Resources
Why I think the market is really misunderstanding the company
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Parex Resources - Brilliant Tax Strategy Will Pay Huge Dividends
While the market may focus on a change in reserves, it should be ignored
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Out of Petrobras
Great run, but time to move on
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Braskem - Catching BAK Up
The company is showing signs of improvement on multiple fronts, while a binding buyout offer could be on the way
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Noram Drilling
Quick post on a high yield Permian driller
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Sibanye Press Release on Production & Trading
My take on Sibanye two weeks before earnings
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Is it different this time?
A brief history of bubbles
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I bought the dip in Parex Resources
I keep buying and I am fairly confident this will work
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Protests in Colombia
It looks like a buying opportunity