TheOldEconomy Substack
Mihail Stoyanov, Hugo NavarroYour map to excess returns in obscure markets. Interested in Brazil and beyond? Get your guide "How to invest in Brazil in 2026".
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 313 | Subscribers | Read | theoldeconomy.substack.com |
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Latest Issues
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Week 42 43
Week 43 Plans
The Name of the Game: Stacking Edges
Investing in shipping is simple. Get in when supply is down and demand is up, and exit when that changes. Yet simple is not the same as easy.
Is the End Near? Thoughts on Wizards, Labubus, and Market Tops
This article was written last Thursday, just a day before Brown Friday (thanks, , for the name). I did not publish because Fridays are booked for market commentaries.
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Authors
The writers behind this newsletter.
I am Mihail, an excess return hunter in obscure markets. Interested in Brazil and beyond? Check TheOldEconomy.
I help investors find undervalued companies that are largely uncovered by analysts, +60% returns YTD.
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