TheOldEconomy Substack
Mihail StoyanovA diary recording my ventures into the overlooked corners of the investment world.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 107 | Subscribers | Read | theoldeconomy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Capesize carriers market review 1Q24
Capesize Bulkers may be the top bulk carrier segment in the coming years.
LPG carriers market review 1Q24
The supply of LPG carriers seems oversaturated, considering the composite order book of 23%.
LNG carriers market review 1Q24
The LNG shipping market is another esoteric niche in the shipping industry.
My investing themes for 2024 and beyond
The decade of the tangible assets and the Far West
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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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