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theoldeconomy.substack.comLatest Issues
Monthly Summary: July 2026
This is your list of all articles and reports published in July. There is something for everyone:
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The Panama Canal Trade: How to Bet on a Strong El Niño
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Baker Technology Limited (SGX: BTP): The Double Discount
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The LatAm Yiel...
Week 31 32
Week 32
UK as Geopolitical Jim Cramer, Locking Profits, and More Floating Steel
Week 31
UK has crowned itself as the Jim Cramer of geopolitics. It is not the same country it was in the 80s and during the Falklands War.
Objectives and Paths: How to Buy a Ship or Any Asset You Like?
Imagine yourself in a position to consider buying a Handyside (ethylene or semi-refrigerated) LPG carrier. You are bullish on the Handy LPG niche and need exposure to it. You want to buy a 10-year-old vessel with scrubbers installed. A vess...
Baker Technology Limited (SGX: BTP): The Double Discount
A cash box, an idle liftboat, and six forgotten AHTS tugs
Shopping for energy, mining, and industrials in Southeast Asia is extremely rewarding. Think about Indonesia, Malaysia, and Singapore. These markets offer dirt-cheap businesses, whi...
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Authors
The writers behind this newsletter.
Independent investor covering shipping, energy, mining, and Latin American markets.
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