Newsletter
First Quantum Minerals - Copper Panama approval triggering social unrest
Panama is bracing for major protests over the coming weeks as protestors set to block dozens of roads across the country
Latest
Newsletter
Navigating a world at war
Financial and non financial advice for a world erupting into conflict
Newsletter
What happened to the EC dividend?
A quick update on the dividend and what's expected
Newsletter
Facing the storm
How I'm positioning for defense and upside in a very unstable environment
Newsletter
Things every young American should do to gain financial independence
When you're young, you plant trees. When you're old, you get fruit, shade, and timber. Here's a report from the trenches for the young American.
Newsletter
My stock picking process
How I generate, filter, and source ideas
Newsletter
Sibanye Stillwater - Cyclically Weak, Politically Horrific, Fundamentally Strong
A deep dive on one of the world's largest precious metals mining companies
Newsletter
Altisource Portfolio Solutions - Is there any hope?
An update on my worst performing long position
Newsletter
Adventures in the Weird World of Collectibles
I not only attended but got to see things from the perspective of a dealer selling merchandise at a collectibles convention
Newsletter
BW Energy - Coup in Gabon
I woke up to headlines of a coup in Gabon. Here's what I know.
Newsletter
How does Calvin's portfolio get zero'd?
A step by step walk through of how my stock holdings could get wiped out
Newsletter
Infrastructure and community projects in Panama
My adventures in deep community involvement
Newsletter
Tankers - A free report
We recently did a report on crude tankers, I'm letting you have this one for free
Newsletter
Empire building is hard
A deep dive on Vertex Energy, with a focus on the human side of the story
Newsletter
Nasdaq short update
My July "Fade the hype" article was a literal top tick of Nasdaq futures
Newsletter
Shipping Outlooks by Sector
A high level view of the dynamics at play in the maritime industry generally, and by specific shipping sector