Shipping

May Shipping Market Report

The impossible triad and the VLCC tankers market

May 30 •

Mihail Stoyanov

Dirty Tankers for Clean Profits

VLCC tankers as an asymmetric bet + ShipSmart

Jan 28 •

Mihail Stoyanov

Capesize carriers market review 2Q24

Take the opportunity to peek behind the curtain of TheOldEconomy Pro Membership.

Jan 20 •

Mihail Stoyanov

Growth stock idea for TheOldEconomy investors

Picks and shovels for LNG shipping

Jan 13 •

Mihail Stoyanov

Catalysts, buybacks, and shipping stocks

Search for share cannibals

Jan 10 •

Mihail Stoyanov

Ethylene mid-stream play

An esoteric idea even for TheOldEconomy investors

Dec 17, 2024 •

Mihail Stoyanov

The Great Intersection Portfolio

Five themes to follow in 2025

Dec 13, 2024 •

Mihail Stoyanov

Dividend ideas for shipping investors, Part 3

LNG shipping preferred stocks

Nov 22, 2024 •

Mihail Stoyanov

Dividend ideas for shipping investors, Part 2

Tanker preferred stocks

Nov 15, 2024 •

Mihail Stoyanov

Dividend ideas for shipping investors, Part 1

Dry bulk preferred stocks

Nov 8, 2024 •

Mihail Stoyanov

Income idea for shipping investors and polar explorers

Since the end of WW2, the world has lived through the most prosperous epoch in human civilizations.

Oct 15, 2024 •

Mihail Stoyanov

Heuristic for floating steel investors

Oct 11, 2024 •

Mihail Stoyanov

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