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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
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There's plenty of oil. Diesel, on the other hand...
In this post I'm going to lay out the case for diesel and jet fuel over gasoline and how to profit from it
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The market is kicking me in the teeth
And why I'm just gonna keep taking it if I have to
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Braskem - Withdrawing Previous Post
Avoiding speculation - I am already positioned
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What would happen if throughput of the Suez and Panama canals were impaired at the same time?
A deep dive into the importance of the Panama and Suez Canals to global trade and an exploration of the threats they face and the opportunities and consequences those threats create