Free posts

Platinum and palladium market overview

The most hated metals

Jun 29 •

Mihail Stoyanov

Market Overview Week 24

Bull market, LPG/LNG carriers, South Africa

Jun 28 •

Mihail Stoyanov

Voyage costs, day rates, order book...WTF?

Jun 26 •

Mihail Stoyanov

Gold Mining 101

AISC, ore grade, LOM...WTF?

Jun 24 •

Mihail Stoyanov

On freedom, tyranny, and responsibility

The fear of freedom is the fear of assuming responsibility.

Jun 23 •

Mihail Stoyanov

Information glut or how (not) to make stupid decisions

Quality of decisions = F(filtering the information flow)

Jun 21 •

Mihail Stoyanov

Why invest in Brazilian banks in 728 words?

Brazilian Banks as asymmetric bet

Jun 19 •

Mihail Stoyanov

Capesize Bulk carriers market overview

Major bulk supply is rising in the West, while demand is growing in the East.

Jun 18 •

Mihail Stoyanov

The secret of (successful) investing

The secret is that there is no secret.

Jun 17 •

Mihail Stoyanov

Event Driven investing in practice

An event-driven bet on copper

Jun 15 •

Mihail Stoyanov

Market Overview Week 24

Oil, tankers, rigs, and banks

Jun 14 •

Mihail Stoyanov

LPG carriers market review

Not all LPG carriers are equal. Macro tailwinds plus low order book and aging fleet

Jun 12 •

Mihail Stoyanov

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