Explorer

Super-Cycle Setup: Why PGMs Could Deliver Triple-Digit Gains

Deep Dive in PGMs for the Search Engines to Find It

3 hrs ago •

Mihail Stoyanov

and

June Offshore Market Report

NCS rigs as a leading indicator for the new offshore cycle

Jun 13 •

Mihail Stoyanov

June Critical Minerals Market Report

PGMs and Uranium as a geoeconomic weapon and Dr. Copper

Jun 6 •

Mihail Stoyanov

May Shipping Market Report

The impossible triad and the VLCC tankers market

May 30 •

Mihail Stoyanov

May LatAm Report

Chile and Brazil on focus

May 23 •

Mihail Stoyanov

How to Earn 50 % on NFE, Without the Stock Volatility

Mr. Market Goes Crazy, And NFE Bonds Are the Bargain

May 18 •

Mihail Stoyanov

and

May Offshore Market Report

Drillships' short-term headwinds and long-term tailwinds

May 16 •

Mihail Stoyanov

Navigating the New Substack Order: Change, AI, and the Future of Investing

Execution and Authenticity Reign Supreme

May 13 •

Mihail Stoyanov

Grand Strategy for Industrious Investors, Diligent Traders, and Ordinary Market Participants

Synthesis of markets, strategies, and instruments

May 7 •

Mihail Stoyanov

My doomsday shopping list

Bonds and equity ideas in shipping, energy, and more

Apr 9 •

Mihail Stoyanov

What TheOldEconomy is all about? [START HERE]

Get the most value from your TheOldEconomy membership

Mar 28 •

Mihail Stoyanov

Adventures in Antimony Universe, Part 2

Two ideas to bet on US antinomy industry revival

Mar 14 •

Mihail Stoyanov

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