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Parex Resources - All weather oil stock with a great track record and a strong yield
A recent sell off represents a rare opportunity to own Parex at very high capital yields
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Either I'm dumb or the world has lost its mind
Putting the MAG7 stock craze in context, examining how much they can actually grow
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Santiago, Chile - Thoughts with a Financial Bent
I've spent much of the past month in Chile's capital. Are there any opportunities? How does the system work? I'll dig into that a bit in this post
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Navigator Gas - Shipping + Infrastructure Play
A look at shipping firm Navigator Gas and what makes it unique
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More good news for BW Energy
BW Group continues to acquire shares
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Bad start to the year...
Update on performance, positioning, and reasoning
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Comment on Sibanye Stillwater
People have been asking me if I have any comments here
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Who did Iran kill in Erbil yesterday?
Some info about yesterday's ballistic missile strike
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The Red Sea Crisis - Observable Changes
While narratives are swirling in all directions, let's see if we can find some signal in the noise and figure out where things are really going
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Eight years an expat - a reflection on my years in tax exile
In 2015 I began traveling in Latin America and in January 2017 I moved permanently to Panama. Some thoughts on Panama, expat life, and flag theory.
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Vertex Energy - Not What I Was Hoping For
$50M being added to the term loan this morning was unexpected and negative. I've sold my position.
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Bonus Post for Paid Subscribers
An excerpt from our 2023 Marhelm annual report / 2024 Outlook
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2023 - Year in Review
This will be the last blog post of 2023! How did I do this year? What am I thinking about going into the next year?
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The Red Sea Spaces - Summary
Today I hosted a 4 hour marathon open forum spaces on Red Sea / Suez Canal issues. A number of maritime and naval experts joined in. Here's the summary.
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The Suez Canal and Bab al-Mandab - The Big Picture
The history of Suez Canal closures, and the current crisis. How this might impact the economy and investments.
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Pricing for new subscribers will increase on January 1st
New price point, historical pricing, and motivations