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theoldeconomy.substack.comLatest Issues
June 24, 2026 Shopping List
Week 26 Portfolio Changes
The Mid-Size FPSO Trade: How to Acquire a FCF Generating FPSO Fleet at 0.33 P/TBV
Another Malaysian Energy Play
Weird is a spectrum. There are regular weird ideas and weird shit ideas. Last week, I had the honor of presenting at the ultimate annual event for investing esoterica, the Weird Shit Investing Conference (WSIC...
Portfolio Update
Week 26 Portfolio Changes
Product Tankers for the Win and Runoff in Colombia
Week 26 Plans
Let’s assume that the US-Iran MoU holds and Hormuz eventually reopens. As I outlined here, this is not an easy fix. The reopening will take weeks or even months. This is good news for shipping investors because we have time t...
Week 24 25
Week 25 Plans
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Independent investor covering shipping, energy, mining, and Latin American markets. TheOldEconomy portfolio: 355% return since Jan 2023. Institutional-grade research for sophisticated investors.
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