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More Floating Steel and Elections in Brazil
Week 41
Next week I will add size to my shipping exposure, more specifically to crude oil tankers, chemical tankers, and dry bulk carriers.
Monthly Summary: September 2026
This is your list of all articles and reports published in September. There is something for everyone:
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Long Cuban Nickel and Cobalt
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Acquiring an FCF-generating Dry Bulk Fleet for 0.21 Cents on a Dollar
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Great Opportunity or P...
Acquiring an FCF-generating Dry Bulk Fleet for 0.21 Cents on a Dollar
“Sync to P/NAV” strategy in practice
Shipping is the hottest industry year to date. The shipping ETF, SonicShares Global Shipping ETF (NYSE Arca: BOAT), is crushing it. Just look at its performance below:
Long Cuban Nickel and Cobalt
Week 40
It’s time to be audacious and shop for cheap Cuban assets. Of course, the name in question is well known to TheOldEconomy readers: Sherritt International (TSX: S).
Great Opportunity or Pulp-Fiction: Mercer International Notes and How to Capture >20% IRR
There are boring businesses and pulp-and-timber businesses.
There are boring businesses and pulp-and-timber businesses. In our AI-defined epoch when the world expresses itself through zeroes and ones, considering “Forest Products & Paper”...
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Authors
The writers behind this newsletter.
Independent investor covering shipping, energy, mining, and Latin American markets.
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