Newsletter
Ecopetrol Q2 results
A breakdown of the Q2 earnings report
Latest
Newsletter
Positioning update
Overview of my current positioning / thinking on market
Podcast
Shipping, Real Estate, Commodities, and Entrepreneurship
In this hour long discussion I talk with Max Gagliardi about a number of finance and entrepreneurship related topics
Podcast
El Salvador - Reality or Hype?
For the first episode of the Calvin's Thoughts podcasts, I speak with fellow Marhelmer Karsten Coldevin of Norway about El Salvador. Karsten has been living in El Salvador for a few years now.
Newsletter
Wheat follow up
I called out wheat Monday morning - already up 12% on that trade
Newsletter
Fade the hype - US equity prospects are terrible
The market is extremely overvalued and increasingly unlikely to continue upwards
Newsletter
Trade alert
I just initiated a long trade in the ag complex
Newsletter
Should I think about taking Petrobras profits?
The stock has had a terrific run - let's revisit and see if it's time to take profits yet
Newsletter
Lifetime subscription option
Missed the deadline on Friday? Here's another way you can keep the old price
Newsletter
BW Energy - Future Dividend Monster
Why I think BW Energy will pay big yields in the future and I own now
Newsletter
Silver miners look cheap
Photovoltaics and industrial applications should put in a solid price floor for the metal. I think it's time to look at silver miners again.
Newsletter
Last day at current pricing
The price for a "Calvin's Thoughts" subscription is about to increase
Newsletter
Sell Africa Oil
I previously highlighted AOI.TO, now is the time to leave
Newsletter
Invite your friends to read Calvin's thoughts
Get your subscription free when you refer others to read the blog
Newsletter
Trade idea callout
Vertex has had a rough time ever since their Q2 hedging disaster, but when others are fearful...
Newsletter
Mid year performance and positioning update
It's been a tough year - an absolute grind - but I'm very proud of the market beating results