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Beyond equity: The Barbell Portfolio
HTM bonds for predictability, LEAPS calls for optionality
Nov 25
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Mihail Stoyanov
9
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Beyond equity: The Barbell Portfolio
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2
Dividend ideas for shipping investors, Part 3
LNG shipping preferred stocks
Nov 22
•
Mihail Stoyanov
7
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Dividend ideas for shipping investors, Part 3
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7
How to become a market wiz?
Reflexivity, simplicity, and unity
Nov 19
•
Mihail Stoyanov
9
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How to become a market wiz?
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2
Elections, material constraints, and gold
Before it gets worse it will get better
Nov 2
•
Mihail Stoyanov
17
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Elections, material constraints, and gold
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4
Cobra hunters, interest rates, and inflation
Long Chaos portfolio
Nov 1
•
Mihail Stoyanov
8
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Cobra hunters, interest rates, and inflation
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ROI and ROA for investors and book junkies
How NOT to read books?
Oct 25
•
Mihail Stoyanov
18
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ROI and ROA for investors and book junkies
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Event-driven investing at macro scale
Critical minerals as an asymmetric opportunity
Oct 24
•
Mihail Stoyanov
10
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Event-driven investing at macro scale
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Israel-Iran conflict potential scenarios
This is an excerpt from Weekly Update for TheOldEconomy paid subscribers.
Oct 17
•
Mihail Stoyanov
8
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Israel-Iran conflict potential scenarios
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Are you aware of the price?
Thoughts on tools, goals, and FIRE
Oct 14
15
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Are you aware of the price?
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10
Shipping 102
Heuristic for floating steel investors
Oct 11
•
Mihail Stoyanov
11
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Shipping 102
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3
Gambling against Gods
Thoughts on Time and Probabilities
Oct 4
•
Mihail Stoyanov
21
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Gambling against Gods
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4
Technical Analysis 101 Part 1
Thoughts on the physics of moving objects and breakout strategies
Sep 27
•
Mihail Stoyanov
8
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Technical Analysis 101 Part 1
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