Pro Subscribers

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

Capesize carriers market review 1Q24

Capesize Bulkers may be the top bulk carrier segment in the coming years.

Aug 26 •

Mihail Stoyanov

LPG carriers market review 1Q24

The supply of LPG carriers seems oversaturated, considering the composite order book of 23%.

Aug 26 •

Mihail Stoyanov

LNG carriers market review 1Q24

The LNG shipping market is another esoteric niche in the shipping industry.

Aug 26 •

Mihail Stoyanov

My investing themes for 2024 and beyond

The decade of the tangible assets and the Far West

Aug 26 •

Mihail Stoyanov

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts