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theoldeconomy.substack.comLatest Issues
You Never Own Enough Vessels…And Enough Tungsten
Week 38
We live in the golden age of event-driven macro. Two of the most potent fields to explore event-driven macro bets are shipping and mining.
More Floating Steel
Sizing up Shipping Exposure
Another turbulent day in geopolitics and shipping. The Houthis advanced toward control over Bab-el-Mandeb. This again screams “Long shipping”.
Quick Update on Crude Tanker Positioning
Portfolio Update: Tanker exposure modification
A quick update on crude tanker positioning.
The Shopping List: Uranium + Tungsten + Copper
Week 37
In the coming week, I will increase my exposure to miners. The companies operate in three distinct niches: uranium, tungsten, and copper. The focus is on names already included in my book.
Monthly Summary: August 2026
This is your list of all articles and reports published in August. There is something for everyone:
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The Boring Pick: Get a Double-digit IRR by Investing in Reciprocal Compressors
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You Never Own Enough Tonnage + Long Oil Majors and...
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Authors
The writers behind this newsletter.
Independent investor covering shipping, energy, mining, and Latin American markets.
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