Newsletter
Shipping & Commodities ERs, Week Ending 8/5
A number of earnings results expected from shipping and integrated oil and gas companies. Here's what I'll be paying attention to.
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Newsletter
Becoming an expat: the incentives, the realities. A good/bad/ugly list with a focus on Panama.
A short post on why I moved to Panama, what has worked out, and what hasn't
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Petrobras fuel pricing policy
My take on what it means
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Q2 earnings kicking off this week for Energy and Shipping Companies
Many product tankers and integrated oil and gas companies are packing their results into next week. They really want to tell us how much money they've made!
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Mass protests hit Panama
The Panamerican highway has been blocked for two weeks. The situation is rapidly deteriorating.
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Five Toronto traded, debt free oil producers compared
In past oil cycles, what destroyed capital was excessive debt and high cost growth combined with falling commodity prices. We can't control the price of oil, but we can invest in low leverage!
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Market has turned bearish on energy, but making profits doesn't require higher stock prices
A second look at TransGlobe Energy and the options strategy I'm using to lower risk and boost returns
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Market is delusional - but energy dividends will be very real
How I'm thinking about the current energy sell off
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Last chance to sign up for Marhelm shipping information service at existing price
Existing rate of $999/yr will increase to $2499/yr at midnight on June 30th, 2022
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Demand destruction! Oil stocks crashing! Is it like 2008?
A look at Canadian firm Transglobe Energy, how it fared in the 2008 financial crisis and recession, and how it compares to today
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Earn almost 10% without market risk on $24.5k, much of it in < 90 days
A fun post on how to game the US banking system
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Stop speculating on crypto and just start using it
Currencies without gate keepers are important for a number of reasons. I would argue anyone of means has a moral responsibility to promote "freedom money".
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YPF Deep Dive
An analysis of what the crown jewel of South America's most dysfunctional socialist utopia could be worth
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Marhelm - my shipping data platform
Data, discussion, and weekly roundups. The value and the cost.
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An update on the tanker sector
Firms have been printing cash recently, outside normal seasonality. What has changed and will it continue? Does the sector still represent decent value?
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Why expatriating makes financial sense
A brief outline as to why I believe leaving high tax developed countries is generally a good decision - from the perspective of an American expat