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A big moment for Argentina - Libertarian Javier Milei wins the Presidential primary
I identified the election of Javier Milei as a possible catalyst for Argentina/YPF
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Foundations of Civil Disobedience: Barter Businesses
The importance of creating and profiting from parallel economies
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The rumors of my loss of sanity are greatly exaggerated
The full story of my "wandering samurai" post on Twitter
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Ecopetrol Q2 results
A breakdown of the Q2 earnings report
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Positioning update
Overview of my current positioning / thinking on market
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Wheat follow up
I called out wheat Monday morning - already up 12% on that trade
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Fade the hype - US equity prospects are terrible
The market is extremely overvalued and increasingly unlikely to continue upwards
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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