Strategist

23 hrs ago • Mihail Stoyanov

Shipping Insurance as the Key to Hormuz

If you cannot model the risk, you cannot price it, and if you cannot price it, no one will take it for you

Mar 7 • Mihail Stoyanov

Do Undervalued Markets Still Exist? UK Oil and Gas Shopping List

Week 10 Plans Plus Technical Updates

Mar 1 • Mihail Stoyanov

Feb 22 • Mihail Stoyanov

Feb 15 • Mihail Stoyanov

Chemicals and Energy Shopping List

Feb 8 • Mihail Stoyanov

Long Capesize Bulkers and New Fortress Update

Feb 1 • Mihail Stoyanov

Sizing-Up Exposure: Energy and Brazil

Jan 25 • Mihail Stoyanov

Jan 18 • Mihail Stoyanov

Jan 11 • Mihail Stoyanov

Ramblings on Flexibility, M2 Velocity, Venezuela, and Week 02 Shopping List

Jan 4 • Mihail Stoyanov

Dec 28, 2025 • Mihail Stoyanov

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