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Trade alert
I just initiated a long trade in the ag complex
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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
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Lifetime subscription option
Missed the deadline on Friday? Here's another way you can keep the old price
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BW Energy - Future Dividend Monster
Why I think BW Energy will pay big yields in the future and I own now
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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.
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Last day at current pricing
The price for a "Calvin's Thoughts" subscription is about to increase
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Sell Africa Oil
I previously highlighted AOI.TO, now is the time to leave
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Invite your friends to read Calvin's thoughts
Get your subscription free when you refer others to read the blog
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Trade idea callout
Vertex has had a rough time ever since their Q2 hedging disaster, but when others are fearful...
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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
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Marhelm graphical updates and next steps
I now have two designers and three shipping guys working full time. Here's what's coming next for Marhelm.
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Notes from Ecopetrol meeting
Today I met with several people from Ecopetrol. Here are my notes from the meeting.
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Meeting with Ecopetrol Tomorrow
I have a meeting scheduled tomorrow with Ecopetrol. If you'd like to get your questions in, please add them in this thread as a comment.
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The BAK Buyout Offer
An unexpected yet welcome buyout offer for BAK resulted in some unexpected short term upside
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Petrobras Q1 Earnings Analysis
Solid numbers with improved operating performance year over year despite lower Brent price
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Q1 Results for EC, PBR, and the BAK buyout offer
It's been an interesting few weeks for my favorite LatAm stocks. Here's a roundup.