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Four Doors Into a Market Built on Real Assets
LatAm fixed income offers high yields and limited downside. Real interest rates deliver yields, robust rate differentials against the dollar keep local currencies strong, and healthy balance sh...
Week 29 Plans
Catalysts and phase transitions, this is my game.
Here is the Panama Canal tradе in a nutshell:
Strong El Niño → Gatun Lake drought → VLGCs diverting through COGH → increased “mile” demand coupled with robust “tonne” demand → higher earnings → higher asset values → higher stock prices
Bu...
Week 28 Plans
This is your list of all articles and reports published in June. There is something for everyone:
How to Invest in Cuba: Uninvestable Ideas for (Stupidly) Brave Investors
How to Ride the Energy Bull Market: Shop for Refined Produ...
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Independent investor covering shipping, energy, mining, and Latin American markets.
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