TheOldEconomy Substack
Mihail StoyanovA diary recording my ventures into the overlooked corners of the investment world.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 132 | Subscribers | Read | theoldeconomy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Shipping 102
Shipping is a complex and expensive hobby for investors and entrepreneurs. To be successful, or at least not a loser, we must play the game multi-dimensionally.
Capesize carriers market review 2Q24
A few shipping segments have the best fundamentals: low order book, aging fleet, and a lack of shipyard capacity.
Week 40-41 update
Israel-Iran conflict potential scenarios
Gambling against Gods
We treat non-linear problems with linear thinking. Then, we complain about why we achieved the same results as the majority. Ignorance at epic scale.
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Authors
The writers behind this newsletter.
I am a full-time market participant and writer. My focus is on old-economy businesses: shipping, mining, and banking. Regionally, I prefer emerging markets, with an emphasis on LatAm.
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