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theoldeconomy.substack.comLatest Issues
Indonesia: Crisis Investing at Its Best
Market Overreaction Backed by Robust Fundamentals
Saudi Aramco and Microsoft are truly powerful enterprises. But they are neither the first global companies nor the mightiest. A Dutch entity with its own army and currency rules them all.
Panic Shopping in Brazil
Lula won the ballot, and Mr.
Lula won the ballot, and Mr. Market is pricing Brazil as a failed state. In other words, this is an opportunity to capitalize on the market's overreaction and buy cheap probability and undervalued Brazilian equ...
More Esoteric Markets: Cuba and Uzbekistan; Ballot in Brazil
Week 44
Last week brought exciting news for mining degens. Sherritt International (TSX: S) obtained a license to import fuel and sulfur for the Moa mine.
National Investment Fund of the Republic of Uzbekistan
LSE: UZNF | The Silk Road, Bottled and Listed in London
Central Asia, Uzbekistan’s airspace. CIA operatives and a black Embraer EMB 110. The mission to extract the Russian nuclear physicist Leonid Pavel goes dead wrong. Bane, the antagonis...
More Jackups and Drillships
Week 43
Another wonderfully volatile week for market participants. As noted, by the end of 2025, one thing is guaranteed for 2026: excess volatility in either direction, and the market hasn’t disappointed.
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Authors
The writers behind this newsletter.
Independent investor covering shipping, energy, mining, and Latin American markets.
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