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TheOldEconomy Substack

Mihail Stoyanov

Your map to excess returns in obscure markets. Interested in Brazil and beyond? Get your guide "How to invest in Brazil in 2026".

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Substack
PricingFreemiumPublishesDaily
Issues382SubscribersRead theoldeconomy.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Monthly Summary: March 2026

This is your list of all articles and reports published in March. There is something for everyone:

7 days ago
11
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Week 13 14

Week 14 Plans

11 days ago
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Scramble for Sulfur: Copper Miners for the Win

Over the last few quarters, miners were trending up. Nearly everything from industrial metals to niche minerals was going ballistic. There were nearly zero rocks (another lame pun) to turn for value mining investors. In fact, ASX was the la...

13 days ago
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KNOT Offshore Partners LP: Shuttle Tankers (again), Potent Catalysts, and >50% Upside Potential

Security-first Assets to Address Energy Security Gap

14 days ago
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Authors

The writers behind this newsletter.

  • Mihail Stoyanov

    I am Mihail, an excess return hunter in obscure markets. Interested in Brazil and beyond? Check TheOldEconomy.

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