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Fixed-Income picks for TheOldEconomy Investors

Beyond Equity idea(s) for November

Nov 28 •

Mihail Stoyanov

The Barbell November 2024

Nov 25 •

Mihail Stoyanov

Bet on dead vegetation with LEAPS calls

October nonequity idea

Oct 31 •

Mihail Stoyanov

Argentina Revival

Update on Argentinean equities

Oct 26 •

Mihail Stoyanov

Capesize carriers market review 2Q24

A few shipping segments have the best fundamentals: low order book, aging fleet, and a lack of shipyard capacity.

Oct 11 •

Mihail Stoyanov

Investing in energy with fixed-income securities

Capital gains and attractive yields for industrious investors

Sep 30 •

Mihail Stoyanov

LNG carriers market review 2Q24

LNG carriers are still one of the most exciting shipping plays.

Sep 29 •

Mihail Stoyanov

PGM market review 2Q24

The PGM thesis is one of my most controversial ideas.

Sep 26 •

Mihail Stoyanov

LPG carriers market review 2Q24

The LPG shipping industry is diverse, considering the various types of cargo and vessel sizes.

Sep 21 •

Mihail Stoyanov

Thoughts on inflation, interest rates and antifragile ideas

Long Chaos portfolio

Sep 18 •

Mihail Stoyanov

PGM market review 1Q24

The green energy transition has significantly affected the PGMs (platinum group metals).

Aug 28 •

Mihail Stoyanov

LATAM banks review 1Q24

I firmly believe that LATAM has enormous growth potential.

Aug 26 •

Mihail Stoyanov

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