Newsletter
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
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Newsletter
What would you like me to write about?
Brainstorming for topics over the next few months
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Plastics - the future of oil
Insight into why all the Middle Eastern oil majors are on the hunt for petrochemical companies
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Doing business in Singapore
A breakdown of advantages, disadvantages, and available services
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Vale - worth the squeeze?
A look at one of the world's largest iron producers
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The Train to Los Angeles
Don't get off in Chicago!
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Want to get the paid posts? Consider a barter offer
All manner of oddities considered
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How to buy physical
Exploring a little discussed subject in investing
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Q1 Report - Charts & Allocations
Reflections on the first 90 days of 2024
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Q1 Update
Video format update of my Q1 positioning and outlook
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Some hot Marhelm content - coal, dirty tankers, dry bulk, shale production, offshore, and more
Sharing our recent interview with Trader Ferg
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A few interesting developments
A roundup of a few recent news items
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I've never seen such an unhinged short position
A quick look at some interesting data in the metals complex
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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