Divider Text
IssueTitleThemesCompany Mentions
Issue #179November 2020 Issue #179Bitcoin, Civil War, Ethereum, Growth Stocks, Mexico, Russia, Tobacco Stocks, Value StocksDripQuip, ING, National Oilwell Varco, Peabody, Peak Resources, TechnipFMC, Tesla, Toyota
Issue #178November 2020 Issue #178Agriculture, Alternative Energy, China, Japan, Resources, Russia, US PoliticsAlkane Resources, DNO International, First Ship Lease, Genel Energy, Gulf Keystone Petroleum, Leigh Creek Energy, Manitou, Nevada Copper, Norsk Hydro, Papyrus
Issue #177November 2020 Issue #177Alternative Energy, Rare Earth MetalsGeorgia Capital Group, Calumet, Astarta Holding, Globaltrans Investments, Exxon (or Zoom?)
Issue #176October 2020 Issue #176Agriculture, Alternative Energy, Bitcoin, Dollar, Hydrogen, Shipping, Steel, Technology, UraniumBHP, Cresud, Danaos Corp, Euronav, Hot Chili, Poseidon Nickel, Worley
Issue #175October 2020 Issue #175Alternative Energy, Censorship, Emerging Markets, Oil, Value InvestingCome, Cokal, Facebook, MMA Offshore, Range Resources, Trican Well Services, Twitter
Issue #174October 2020 Issue #174Agriculture, Alternative Energy, Copper, Fiscal Policy, Oil, Rare Earth MetalsBoiron, Boom Logistics, BP, Encounter Resources, Freeport-McMoRan, Gaussin, Kodak, Lynas, Mittal Steel, Tesla, Wärtsilä
Issue #173October 2020 Issue #173Alternative Energy, China, Oil, ScandiumBP, Global Ship Lease, Niobay Metals, Rosneft, Scandium International, Shell
Issue #172September 2020 Issue #172Alternative Energy, Coronavirus, Geopolitics, InflationBed Bath & Beyond, Greenland Minerals, Melbana Energy, Pantheon Resources, Toyo Drilube
Issue #171September 2020 Issue #171Alternative Energy, Inflation, Politics, Rare Earth Metals, Value InvestingAbercrombie & Fitch, Andromeda Metals, Arch Resources, Global Metals and Mining, Gulf Island Fabrication
Issue #170September 2020 Issue #170Alternative Energy, Crowd Psychology, Geopolitics, Inflation, Natural ResourcesChina Shenhua Energy, Equatorial Palm Oil, Kefi Gold and Copper, Raspadskaya, Yanzhou Coal Mining Company
Issue #169September 2020 Issue #169Inflation, Natural Resources, Japan, Energy, Tesla, EuropeFossil, Hot Chili, Ikwezi Mining, Pental, Turquoise Hill Resources
Issue #168August 2020 Issue #168Offshore Oil & Gas, Uranium, Gold, CoalBristow, Inner Mongolia Yitai Coal Co, Denison Mines, Byron Energy, Cemex & Lafarge
Issue #167August 2020 Issue #167Gold, Offshore Oil, Natural Gas, Coal LSB Industries, Triangle Energy, CMIC Ocean En-Tech Holding Co, Teck Resources, Mega Uranium
Issue #166August 2020 Issue #166Shipping, Offshore OilCokal, Avenira, Range Resources, Lukoil, Yangzijiang Shipbuilding
Issue #165August 2020 Issue #165Dollar, Stock Market, Gold, Silver, AgricultureFocus Minerals, Investigator Resources, Mosaic, Greenlands, Rostelecom
Issue #164July 2020 Issue #164Ethereum, Crypto Currency---
Issue #163July 2020 Issue #163Silver, Uranium, Stock Market, TeslaKraft Heinz, Centrus Energy, Greenland Minerals, Orion Minerals, Gaussin
Issue #162July 2020 Issue #162Special Situations, Gold, Copper, TeslaCaravel Resources, Nevada Copper, Glencore Plc, Al Corp of China, Elementos, Deutsche Bank
Issue #161July 2020 Issue #161Natural Resources, Rhodium, Uranium, Oil, Japan, CoalTurquoise Hill Resources, Rex Minerals, Leju Holdings, Cameco, Duxton Broadacre Farms
Issue #160July 2020 Issue #160Gold, Oil, Energy, ShippingGaliano Gold, Alio Gold, Rite Aid Corp, Silex Systems, Vista Outdoor
Issue #159June 2020 Issue #159Australian Banks, Tesla, CoalDanakali, Strandline Resources, Lumber Liquidators, Northern Dynasty Minerals, Star Bulk Carriers
Issue #158June 2020 Issue #158Special Situation, ShippingPAX Global, Technology, Kvaner, Cosco International, Leju Holdings, Artemis Resources
Issue #157June 2020 Issue #157Special Situations, Dollar, Solar Energy, GoldOM Holdings, Oceaneering international, Worley, Auriant mining, Boral
Issue #156May 2020 Issue #156Special Situations, Shipping, Gold, OIlKingsrose Mining, Northern Dynasty , Trubnaya Metal……, Turquoise Hill’, Silver
Issue #155May 2020 Issue #155Shipping, Oil, Coal, Bitcoin, Special SituationsTeva Phama, Marmota, Energy Metals, Marencia Energy, Royal Dutch Shell
Issue #154April 2020 Issue 3Dollar, Offshore Oil, Stock Market, Special Situations, UraniumOklo Resources, Range Resources, Denison Mines, Gladstone Land, Zambeef Plc
30 Apr 2020BTC Insider Market UpdateBitcoin
Issue #153April 2020 Issue 2Special Situations, Stock Market, Uranium, Bitcoin, Gold, Offshore OilNacco Industries, PhosAgro, Petropavlovsk, Equitable Resources, Lotus Resources, Ricegrowers Ltd
13 Apr 2020BTC Insider Market UpdateBitcoin
Issue #152April 2020 Issue 1Dollar, Special Situations, Oil, UraniumAstec Industries, Terex Corp, Nutrien, US Concrete, Cameco
Issue #151Alert Update - March 2020Important Portfolio UpdatePortfolio companies
Issue #150March 2020 Issue 3Special Situations (Coronavirus), Dollar, Silver, Gold, Oil, Tankers, HydrogenPlains All American Pipelines, Eastman Chemical Co, Valero Energy Corp, Overseas Shipholding Group, Teekay Tankers
Issue #149March 2020 Issue 2Special Situations, Bonds, Dollar, Interest Rates, Oil, Shipping, HydrogenCampbell Soup, Eli Lilly, Luminex Corp, Kroger, Kimberley Clark, Frontline, Zoono, Lakeland, Masimo
Issue #148March 2020 Issue 1Special Situations, Bonds, Interest RatesAnglo Australian Resources, Petropavlovsk, Overseas Shipping Group, Exxon
27 February 2020China – Back to Work You Bums!Special Situations, Gold, Dollar, Bitcoin, Offshore Oil & Gas, Uranium, EnergyUBS, Yamana Gold, Immutep, Perseus Mining, TransAlta Corp
18 February 2020The Behemoth Is TopplingTechnology, Stock Market, Offshore Oil, Solar EnergyGC Rieber, FuelCell Energy, ERA Group, Teva Pharma, Kier Group
5 February 2020A New Introduction – at the WatercoolerOil, Tesla, Coal, Copper, UraniumFirst Ship Lease Trust (Singapore shipper), Rostelecom (Russian telecoms), LSR Group (Russian real estate & construction), Polarcus (Norway Offshore Seismic)
28 January 2020The Elephant in the room – Coronavirus – the reactionHydrogen, Uranium, Gold, Natural Resources, Energy, Tesla, GoldMTQ Corporation, Federal Hydro Generating Co, Engenco, Petropavlovsk PLC, PG&E
22 January 2020Worried about the S&P 500?
Natural Resources, Hydrogen, Coal, Offshore Oil, EnergyCeres Power Holdings, Russian stock market, Endo International, Cosco Shipping International (Hong Kong), Kinder Morgan
14 January 2020Not a Bubble – Tesla?Energy, Natural Resources, Uranium, Tesla, Offshore Oil, ShippingCostamare, MannKind Corp, 3D Printing – 3D Systems and Straytasys, Deutsche Bank, Nevada Copper
6 January 2020A Challenge - Find Me a More Bullish SetupEnergy, Shipping, Bitcoin, Gold, JapanUBS, Leju Holdings, Tsakos Energy Navigation, Mobil’nye Telesistemy PAO, Calumet Specialty Product Partners
30 December 2019Predictions For 2020, A Forecast We WILL MakeShipping, Energy, Natural Resources, Copper, CoalFuelCell Energy, Parker Drilling, Yamana Gold, DHT Holdings, Transocean
21 Dec 2019A Big Thank You, Let’s not forget those macro extremes, EstoxxEnergy, Natural ResourcesCenovus Energy, Credit Suisse, Ceres Power, Cosco Shipping Holdings, Nordic American Tankers
16 Dec 2019Offshore musings, Inflation is so “yesterday”, The German massesEnergy, Natural Resources, ShippingHelix Energy Solutions, Petropavlosk, Tap Oil, Geospace Technologies, Oz Minerals
25 Nov 2019The Value Vs Growth “Paradox”Energy, Natural Resources, ShippingNam Cheong, Global Ports Investments, GC Rieber, Norden, Boskalis
19 Nov 2019CorrectionsEnergy, Natural Resources, Greece, ShippingMermaid Maritime, Dyna-Mac, MTQ Corp, Plug Power, Exxaro Resources, Imugene
11 Nov 2019Lightning Strikes Twice In Economist LandBitcoin, Shipping, Energy, Natural ResourcesYangzijiang Shipbuilding, CGG, Polarcus, Electromagnetic Geoservices, Credit Suisse
4 Nov 2019Energy Security Trumps Climate ChangeInterest Rates, Shipping, EnergyToyo Engineering (TSE: 6330), Danaos (NYSE: DAC), Navios Maritime Partners (NYSE: NMM), Tsakos Energy Navigation (NYSE:TNK), Vince Holding Corp (NYSE:VNCE)
15 Oct 2019Worried About a Bear Market or Recession?Interest Rates, Shipping, Energy, Natural ResourcesTorm PLC (Nasdaq: TRMD), Star Bulk Carriers Corp (Nasdaq: SBLK), Eagle Bulk Shipping (Nasdaq: EGLE), Euronav NV (NYSE: EURN), Azul SA (NYSE:AZUL)
30 Sep 2019The Coming Fiscal BombInterest Rates, Shipping, EnergySalt Lake Potash, CVR Partners
25 Sep 2019Middle East FireworksNatural Resources, Energy, ShippingAPC Technology, PlugPower, Malaysia Marine & Heavy Industries, Velestro Energy, Bumi Armada
16 Sep 2019Is Shale Oil Peaking?Natural Resources, Energy, US Dollar, BitcoinAlkane, Rada Electronics, Quickstep Holdings, Seaspan, Africa Oil
9 Sep 2019A Tale of Two CitiesNatural Resources, Energy, Shipping, Aussie HousingChina Oilfield Services, Myer Holdings, Cosco Shipping Energy Transport, Key Petroleum, BW Offshore
2 Sep 2019A moment of silenceAustralian Banks, Bonds, Geopolitics, Gold, Oil & Gas, Passive Investing, ShippingBorr Drilling, Diamond Offshore, Jason Marine, Manhattan Resources, Penguin International, Rex International, Seadrill, Shelf Drilling, Singapore Shipping Corp, Transocean, Valaris
26 Aug 2019You can fool some of the people all of the timeBonds, Deflation, GE, Hong Kong, IPO, Oil & Gas, Recession, Shale Oil, ShippingDril-Quip, ExxonMobil, GE, Gulf Keystone Petroleum, Northwest Pipe, Pioneer Natural Resources, Saipem, Warrego Energy, WeWork
11 Aug 2019Coming soon: energy warsAlternative Energy, Australian Real Estate, China, Currency Wars, Gold, Negative Interest Rates, Nickel, Oil & Gas, Shale OilAvon Products, Boart Longyear, Mincor Resources, Rubicon Technology, Valaris
29 Jul 2019Poetry in motionBonds, Oil & Gas, Precious Metals, Shipping, South AfricaAndromeda Metals, Apple, COSCO SHIPPING Energy Transportation, Genco Shipping & Trading,IBM, McDonald's, MMA Offshore, Perseus Mining, Polarcus, Schlumberger
21 Jul 2019Too big to shut down?Alternative Energy, Battery Metals, Bonds, Gold, Shipping, Technology, UraniumBoss Resources, China Oilfield Services, Cosco Energy Transportation, D/S Norden, Deep Yellow Limited, Eldorado Gold, Energy Fuels, Karoon Energy, Mincor Resources, Paladin, Panoramic Resources, Peninsula Energy, PetroChina, Star Bulk Carriers, Teekay, Ur-energy, Vimy Resources, Yamana Gold
15 Jul 2019An unsolvable problemDeutsche Bank, EU, Sovereign BondsDeutsche Bank
10 Jul 2019Lazy investing gone madChina, Fracking, Hydrogen, Oil & Gas, Passive Investing, Shipping, UraniumArcher Exploration, CGG, Cummins, Eneco Holdings, Hydrogenics, ITM Power, McPhy Energy, MTQ Corporation, Peninsula Energy, Stratasys
30 Jun 2019Did I just hear "this time is different"?Bitcoin, Bonds, Electric Vehicles, Gold, Hydrogen, Offshore Oil, Oil & Gas, Private Equity, South Africa, Value InvestingAfrica Oil, Bitcoin, Diana Shipping, Gold, Helix Energy Solutions, Ensco Rowan, Hylea Metals, Maersk Drilling, Petropavlovsk, Pioneer Natural Resources, South African Rand, Vallourec, Vanguard
25 Jun 2019A perfect long-term hedged tradeChina, Cobalt, Copper, Hated Investments, Hong Kong, Hydrogen, LPG, Oil & Gas, Nickel, Rare Earth Metals, Shipping, Sovereign Wealth FundsAlkane Resources, Arafura Resources, Clean Energy Fuels, Cobalt Blue Holdings, Gran Colombia Gold, Helix Energy Solutions, Lynas, Mincor Resources, Nevada Copper Corp, Northern Minerals, Silex Systems, Westport Fuel Systems
15 Jun 2019Lessons from the pastBitcoin, China, GFC, Hydrogen, IPO, Oil & Gas, Rare Earth Metals, Technology, Trade War, UraniumAlkane Resources, Arafura Resources, Asia Satellite Telecommunications, Barratt Developments, Beyond Meat, Bitcoin, Cosco Shipping Energy Transportation, Deep Yellow Limited, DHT Holdings, DevEx Resources, Geely, Greeland Minerals And Energy, Kier Group, Lynas, Medusa Mining, Peak Resources, Persimmon, Royal Dutch Shell, Season, Taylor Wimpey
2 Jun 2019Ding, ding, dingAlternative Energy, Commodities, Electric Vehicles, EU, Greece, Hydrogen, Rare Earth Metals, Renminbi, Softbank, South Africa, Technology, TeslaArafura Resources, Bitcoin, Boss Drilling, Ellaktor, Engie, Euro, Eurobank, Global Ship Lease, Greenland Minerals And Energy, Hydrogenics, MMA Offshore, NEL ASA, Panoramic Resources, Renminbi, Softbank, South African Rand, Tesla, Vestjysk Bank
25 May 2019The wolves have turnedAlternative Energy, Hydrogen, Offshore Oil, Rare Earth Metals, Tesla, Trade War,Beyond Meat, Ensco, Greenland Metals And Energy, Petrovietnam Drilling, Rossiyskiye Seti, Shelf Drilling, Tesla, Vallourec, VanEck Vectors Rare Earth/Strategic Metals ETF
20 May 2019Let's not forget about EuropeBitcoin, Europe, Offshore Oil, Palladium, Technology, Tesla, Trade WarHydrogenics, Iofina, Nel ASA, PDL, Teekay Tankers, Tesla, Tidewater, Uber, Westport Fuel Systems
11 May 2019Did Buffett just rip a page out of the Insider playbook?Australia Housing, Hydrogen, Offshore Oil, CopperNAB, Occidental, Tesla, Korea Gas, Shipping, Bloomberg, Der Spiegel, Petroleum Geoservices, Oceaneering, Hornbeck, WeWork, Hilong, Modec, Petrofac, Waddel & Reed
1 May 2019Is this it?Tesla, EV, IPOs, Offshore Oil, Shale, GreeceTesla, Uber, Anadarko, OSV, Geomega, Seaspan, Lamprell, Northbridge Industrial Services, Nel ASA, Mary Meeker
23 Apr 2019The "pointless prosperity" sectorShipping, Europe, Brexit, Dividends, Copper, Hydrogen, IPOsLyft, Zoom, Pintrest, Uber, Spotify, SEA ETF, ETF GREK, Nel ASA, Hydrogenics
14 Apr 2019A welfare state without welfare?Copper, Shipping, Battery Metals, Uranium, Offshore OilPacific Basin Shipping, Scorpio Tankers, COSCO, Jutal Offshore Services, Laramide Resources, DHT, COSCO Shipping Energy Transportation
6 Apr 2019Peak performance for growthOffshore Oil, Greece, Australia Housing, ShippingGC Rieber, CGG, Hennes Mauritz, Abercrombie and Fitch, Northbridge Industrial Services, Lyft, Uber, Scorpio Tankers, Admore, D/S Norden, Tsakos Energy Navigation
18 Mar 2019The rise of tribalismGreece, Battery Metals, Europe, UraniumAlliance Resource Partners, Famous Daves, Drip-Quip, Telefonica, UR Energy
9 Mar 2019Not our problemOil & Gas, Gold, Aussie HousingTesla, Bannerman, Barrick Gold, Mincor Resources, Frontline, Poseidon, Western Areas, ERA Group, JKX Oil and Gas, Ballade Power Systems, Hydrogenics, Ceres Power Holdings, Nel ASA, Powercell Sweden, Heinz, General Electric, Proctor & Gamble
26 Feb 2019Outrageous predictionsCopper, Battery Metals, EV, South Africa, PalladiumGeo Services, Kvaerner, Subsea 7, Dril Quip, Gulf Island Fabrication, Heico, Glencore, Exxon, ESKOM, North American palladium, Mermaid Maritime, MTQ Corp, Dyna-Mac Holdings, Mencast Holdings, Baker Technology, Cameco, Silex, Geospace Technologies
17 Feb 2019Mom and pop investors are gripped by fearBattery Metals, Australian Housing, Sodium Sulfur Batteries, South Africa, NickelGulf Island Fabrication, Interoil, Avon Products, Oaktree Speciality Lending, UEC, UR Energy, Tesla, NGK, Tepco, RBA, NAB, Hyundai, Daewoo, Total, EKSOM,
6 Feb 2019No worries, mateOffshore oil, Tesla, Australian Housing, shale, GoldAthabasca Minerals, Avon Products, Northern Dynasty, Kenmare Resources, Providence Resources, Westpac, Tesla, Dow Jones Global Titans Bank,
29 Jan 2019From Davos with pessimismChina, Permian, Davos, Gold, Uranium, South AfricaPetropavlovsk Mining, UnipolSAI, Yamana Gold, Tanzanian Royalty, RWE, Schlumberger, Nassim Taleb, Cameco
22 Jan 2019Mr. Market is a honey badgerBull market, Oil, Uranium, ShippingChevron, Tidewater, Scorpio Tankers, Gran Colombia Gold, Argex Titanium, Cokal, Engie, Capstone Turbine, Ken Fisher, Davos, Arca Gold Bugs Index, Bob Robotti, Transocean, Norden A/S, Star Bulk Carriers,
13 Jan 2019Peak pessimism?Bear Market, Oil, Fracking, Hydrogen, Battery Metals, South Africa, Australian housing, Copper, Emerging MarketsUnipolSAI, Nel ASA, Cameco, CVR Partners, Scorpio Tankers, Samskip, Kenworth, Ceres, PG&E, Tesla, Ensco, Helix Energy, Tidewater, National Oilwell Varco, CGG
9 Jan 2019Fracking’s secret problemNatural Resources, Energy, Interest Rates, China, Bull MarketNothing this week
23 Dec 2018Echoes of the GFCBear Market, Natural Resources, ShippingCeres Power, Nel ASA, Spicers
13 Dec 2018Time to get bearish?Bear Market, Natural Resources, EnergyNatural Resource Partners (NRP:NYSE), Geospace Technologies (GEOS:NDX), Gran Colombia Gold (GCM:TSX), Energy Fuels (UUUU:NYSE)
4 Dec 2018What would Templeton do?Energy, Shipping, JapanAustin Engineering Corp (ANG:ASX), Geospace Tech (GEOS:NDX), Natural Resource Partners (NRP:NYSE), North American Palladium (PDL:TSX), Northern Dynasty Minerals (NAK:NYSE)
20 Nov 2018Higher than Elon Musk on TwitterChina, Energy, Bear MarketAntero Resources Corp (AR:NYSE), Sandridge Energy (SD:NYSE), Range Resources (RRC:NYSE), Avon Products (AVP:NYSE), Tokyo Electric (9501:TSE)
14 Nov 2018What the hell is going on with oil?Natural Resources, EnergyEnergy Fuels, CVR Partners, MTQ Corp, Austin Engineering, Fuel Tech
7 Nov 2018Unwanted childrenAussie Housing, Natural Resources, EnergySino Global, Nordic American, DHT, Aegon, Ambac
27 Oct 2018Growth vs. valueNatural Resources, Bear MarketLloyds Bank, Nordic American Tankers, Baltic Indices
21 Oct 2018The circular refernceNatural ResourcesEuronav, Nel ASA, Forsys Metals, Arch Coal, Mosaic
14 Oct 2018Not waiting for ‘the dust to settle'Japan, Aussie Housing, Natural Resources, EnergyTokyo Electric, Natural Resource Partners, Nel ASA, Providence Resources, Mizuho
6 Oct 2018An overlooked lesson from the Big ShortJapan, Energy, Natural ResourcesFrontline, Helix Energy Services, Star Bulk Carriers, Mitsui E&S, CVR Partners, Tidewater
29 Sep 2018A 27-year trendless nightmareJapan, Aussie Housing, Natural Resources, EnergyNoble Corp, Dryships, Hornbeck Offshore, H&M Hennes & Mauritz, Sembcorp Marine
23 Sep 2018Not yetInterest Rates, Natural ResourcesVertex Energy: Waste oil recycling (US), Fuel Tech: Air pollution control (US), Central Federal: Regional Bank (US), Africa Oil: Oil and gas exploration and production (Canada), UnipolSAI: Insurance (Italy)
16 Sep 2018Don’t ignore Japan!South Africa, JapanStrata Skin Sciences, Resona Holdings, Cleveland Cliffs, Grange Resources, Saipem
7 Sep 2018Mortgage stress in Australia’s housing marketAussie Housing, Natural Resources, Energy, Interest RatesDeep Yellow, Engenco, Phosphagenics, LSB, Saipem
2 Sep 2018The of venture capitalNatural Resources, EnergyNel ASA, RiceBran Tech, Noble Corp, 3D Systems, Westport Fuel Systems
25 Aug 2018South Africa fails Econ 101South Africa, Aussie Housing, EnergyLaramide Resources, Resolute Forest Products, Golden Ocean Group, Ceres Power, Prosafe
18 Aug 2018Turkish delightOil, Uk, JapanMartifer SGPS (Portugal), MMA Offshore (ASX), Pancontinental Oil and Gas (ASX), Saipem (Milan), Enquest (LSE)
9 Aug 2018Funding secured?Oil, South Africa, Natural ResourcesTouchstone Exploration, CGG, Prosafe, Mitsui Engineering and Shipbuilding, Uranium miners
2 Aug 2018Dollars, please!Natural Resources, EnergySaipem (SPMI – Milan), Helix Energy Services (HLX), Boskalis (BOSN – Amsterdam), National Oilwell Varco (NOV), Golden Ocean Line (GOGL)
28 Jul 2018The single best $100 oil tradeTesla, Natural Resources, Oil & GasNorden A/S, Sintana Energy, Kvaerner, Archer, General Moly (GMO)
18 Jul 2018Time to go long agriculture?Oil, Tesla, Aussie HousingSembcorp Marine (S51), Gulf Keystone (GKP), Premier Oil (PMO), MacMahon Holdings (MAH), CVR Partners (UAN)
11 Jul 2018Let’s talk value in EuropeNatural Resources, Oil, US Dollar, EuropeElectricite de France (EDF), Seaspan (SSW), Odfjell (ODF), Bonanza Creek Energy (BCEI), Energy Fuels (UUUU)
2 Jul 2018The case for ignoring Wall Street noiseOil, South Africa, Emerging Markets, Germany, GreeceDryShips (DRYS), Eagle Bulk Shipping (EGLE), Supervalu Inc (SVU), Hornbeck Offshore (HOS), Noble Energy (NE)
23 Jun 2018How to structure your Insider portfolioNatural Resources, EnergyOcean Rig UDW (ORIG): offshore oil drilling, Southwestern Energy (SWN): US gas exploration & development, Paladin (PDN:ASX): uranium mining, Sierra Oncology (SRRA): cancer drug development, Forsys Metals (FSY:TSX): uranium mine development
18 Jun 2018Uranium is movingNatural ResourcesTap Oil (offshore oil), TapImmune (biotech), Corridor Resources (oil and gas exploration and development), General Moly (molybdenum mining), Solstad Farstad (OSVs)
2 Jun 2018Waiting is the hardest partNatural Resources, Oil, Aussie HousingThrombogenics (medical research), Aeterna Zentaris (medical research), Spicers (paper products), Ascena Retail (retail), Fossil Group (retail), DHT Shipping (crude oil tankers)
26 May 2018How to bag a 10-baggerShipping, ChinaIsrael Chemical (agricultural chemicals), Vallourec (pipelines), Electricity de France (utilities), Gran Colombia (gold), Polarcus (seismic vessels)
18 May 2018My favourite oil tradeOil, China, Shipping, Natural ResourcesSeadrill Partners, Transocean, Ensco, Diamond Offshore, Noble Corp
10 May 2018The eerie similarities between Tesla and EnronTesla, Natural Resources, Bull Market, OilProsafe (PRSO.OL): offshore services, Dawson Geophysical (DWSN): U.S. oil services, Lynas (LYC:ASX): rare earth metals, Whiting Petroleum (WLL): U.S. oil exploration and production, Tokyo Electric Power (9501.JP): electric utility
4 May 2018A supply crunch nobody sees comingOil & Gas, Natural Resources, EnergyHelix Energy Service (HLX), Frank’s International (FI), Valeant Pharma (VRX), Vallourec (VK), Euroseas (ESEA)
26 Apr 2018Big caps are taking it on the chinJapan, Germany, EnergySeaspan (SSW), PHI Corp (PHII), UnipolSai (US:MI), Star Bulkers (SBLK), Aura Energy (AEE:ASX)
18 Apr 2018The case for buying more oilersNatural Resources, Energy, Japan, TeslaGulf Keystone (GKP:LSE), Maurel & Prom (MAU:PAR), Athabasca Oil (ATH:TSX), Bristow Group (BRS:NYSE), Parkmead Group (PMG:LSE)
10 Apr 2018Elon Musk is taunting Mr. MarketTesla, Energy, ChinaCostamare Shipping (container ships), Seaspan International (container ships), Macy’s (retail), The Container Store (specialized retail), Energy Fuels (uranium)
29 Mar 2018Are you a market timer or a deep value investor?US Dollar, Natural Resources, ShippingAlloy Resources (AYR: ASX), Whiting Petroleum (WLL:NYSE), Denbury Resources (DNR:NYSE), Transocean (RIG:NYSE), Euroseas (ESEA: Nasdaq)
19 Mar 2018Things are heating up in the cobalt marketChina, Natural Resources, Bull Market, Tesla, EnergyCostamare (containerships), DSW (footwear), Turquoise Hill Resources (primarily copper), Capstone Turbine (micro turbines), Mount Burgess Mining (zinc, lead, silver, and vanadium)
12 Mar 2018Killing two birds with one stoneNatural Resources, Energy, Oil & GasAeris Resources (copper, ASX), DOF ASA (offshore oil services, Norway), Rostelecom (telco, Russia/LSE ADR), Euroseas (dry and container shipping, Nasdaq), Ocwen (mortgage investment, NYSE)
5 Mar 2018This market is finally turningShipping, Oil & GasPacific Ocean Shipping (dry bulkers), Odyssey Marine (offshore services), General Moly (GMO), BW Offshore (offshore services), Aegon (insurance)
23 Feb 2018It can’t be that obvious, can it?Natural Resources, Copper, UraniumAvon Products (cosmetics), Gran Colombia (gold), Saipem (offshore services), Siem Offshore (offshore services), Lloyds Banking (banking services)
17 Feb 2018Bulls are freaking outAussie Housing, Natural Resources, ShippingAtari (games), Nu Oil and Gas (oil and gas), Resona Holdings (banking), Hornbeck Offshore (offshore oil & gas support), Mitsui Engineering and Shipbuilding (shipbuilding)
9 Feb 2018It’s correction time!Energy, TeslaPetroleum Geo Services (offshore service), Weatherly International (copper), JKX Oil and Gas (oil and gas exploration), GME Resources (nickel), COSCO Shipping International (shipbuilding)
2 Feb 2018The knock-on effect of rising ratesTesla, Interest Rates, EnergyMineral Deposits (titanium), Aura Minerals (copper and gold), GTx Inc (hormonal therapies), Bass Minerals (graphite), Trention AB (investment holding)
26 Jan 2018Where the next financial crisis will come fromBull Market, TeslaScorpio Bulkers (dry shipping), UBS (banking), Fossil (retail), Prosafe (offshore service), Seabird Exploration (offshore service)
16 Jan 2018Collateral damage of rising ratesInterest Rates, Greece, Offshore Oil, UraniumMitsubishi UFJ (banking), Aegon (life insurance), Yamana (gold), Noble Corp (offshore oil & gas drilling), Tidewater (offshore oil & gas support)
6 Jan 2018A smorgasbord of investment themesAusie Housing, Geopolitics, Shipping-
20 Dec 2017Yet another contrarian signGold, Shipping, EuropeAgeon, Resolute Forest Products (forest products), Mosaic (Ag fertilizer), Freeport-McMoRan (Copper), UBS Group (Banking)
13 Dec 2017A sector you should keep your eye onJapan, US Dollar, SolarLaramide Resource (uranium), Ecopetrol (oil), Valeant Pharma (drugs), Golden Ocean (shipping), Forsys Resource (uranium)
7 Dec 2017Time to go long bricks and mortar retailers?Uranium, TechnologyHill End Gold (gold and kaolin), UEC (uranium, titanium, vanadium), Navios Maritime Partners (shipping), Commerzbank (banking), Macy’s (retail) – Yeah, bricks and mortar retail. Crazy, heh?
29 Nov 2017When will the great Australian housing boom end?Aussie Housing, Natural Resources, TeslaThor Mining (tungsten and moly), Eramet (magnesium and nickel), Plateau Uranium (uranium), GEVO (biofuels), GIGA Metals (nickel and cobalt)
23 Nov 2017Take note of this technological breakthroughBattery Metals, Uranium, Tesla, Technology, JapanStone Energy (Oil and gas), Mermaid Marine (Offshore), Largo Resources (Vanadium), Abercrombie & Fitch (Retail), Plateau Uranium (Uranium and lithium)
15 Nov 2017Why 2018 will likely be a great year for this commodityUranium, Copper, TeslaPlatina (platinum, palladium, scandium), Engenco (diverse industrial), Bristow (offshore air transportation), Australian Vanadium (vanadium), Cosco Shipping Singapore (shipbuilding)
9 Nov 2017An economic recovery nobody noticesEurope, Tesla, OilArgonaut Resources (ARE: ASX), Saipem (SPMI: Milan), Poseidon Nickel (POS:ASX), Trubnaya Metallurgicheskaya Kompaniya PAO (TRMKq: LSE), Vallourec (VLLP: Paris)
2 Nov 2017No love for Japanese equitiesJapan, BitcoinGuggenheim Solar ETF, North American Palladium, Buru Energy (Oil exp), Fred Olsen (Offshore Drilling), Austin Engineering (Mining Services)
24 Oct 2017Three types of investorsEurope, Offshore Oil, JapanSherritt International (nickel), Credit Suisse (banking), Ecopetrol (oil), Artemis Resources (gold, copper/cobalt), Unipol Gruppo (insurance)
18 Oct 2017Think twice before shorting corporate disastersBattery Metals, Natural ResourcesGME Resources (GME:ASX): Nickel and cobalt, Australia., Panoramic Res (PAN:ASX): Nickel, copper, and cobalt, Australia., Sonae Industria (SONI:LS): Wood products, global., Thrombogenics (THR:BR): Biotech, Belgium., Frontline (FRO.N): Wet Tankers, Norway and US.
11 Oct 2017Second order effects of the EV revolutionBattery Metals, Greece, Japan, US DollarFuelCell Energy (FCEL), Plug Energy (PLUG), Hydrogenics (HYDR), Ballard Power (BLDR), Capstone Turbine (CPST)
4 Oct 2017Commodity investors waving a white flagOilStone Energy, Tidewater, Sandridge, Warrants on Basic Energy Services (BAS)
26 Sep 2017Why we’re not buying the “Amazon killing retail” narrativeEnergy, Battery MetalsOIBR (formerly Brasil Telecom S.A.), NPC Group Japan, Fred Olsen, Boom Logistics, Fuelcell
20 Sep 2017Do markets really hate uncertainty?Bull Market, Oil, Rare EarthsSherritt (TSX): nickel & cobalt; BW Offshore (Oslo) offshore oil services; Largo Resources (TSX) vanadium; Bass Metals (ASX) graphite; Hornbeck Offshore (NYSE) offshore oil services
12 Sep 2017How to think about the dollarUS Dollar, Uranium, Rare EarthsGran Colombia, Kerr Mining, Valor Resources, Euro Sun, Petropavlovsk, Orosur
5 Sep 2017Is Amazon eating the world a trend or a fad?Rare Earths, Natural Resources, Emerging MarketsLynas, Westport Fuel Systems, Vericel, Allegheny Technologies, Sanix
29 Aug 2017Are shipping companies leaving “Port Bear”?Gold, Shipping, Offshore Oil, Natural ResourcesNavios Maritime Partners, Reach Subsea, ION Geospace, Resolute Forest Products, Kerr Mining
21 Aug 2017The oil & gas industry is imploding but…Oil & Gas, Natural Resources, EnergyEuro Sun Mining, Cryoport, Calumet, OM Holdings, Mineral Deposits, Arafura, MacMahon Holdings, Ceres Power, Westport Fuel Systems, Genco Shipping, Corridor Resources, Vestjysk Bank,
15 Aug 2017How are they going to build all these electric cars?Rare Earths, Uranium, Japan, Oil & GasGolden Ocean Shipping, Oestjydsk Bank, Austin Engineering, Stone Energy, MBIA, and Ageon
7 Aug 2017Is the oil market a contrarian’s heavenRare Earths, Europe, OilNavios Maritime Partners, Banco BPM, Tokyo Electric, Nakayama Steel Works, Teles AG
31 Jul 2017Echoes of the dot-com bubbleBitcoin, Rare Earths, Europe, Japan, OilIntrepid Potash Inc., Israel Chemicals, Lynas, Guggenheim Solar ETF (TAN), EnergyO, Songa, Credit Suisse
25 Jul 2017Is the Sun going to set on the US equity marketsTechnology, Aluminum, UraniumMGIC, Office Depot, Bergs Timber, Aluminium Corp of China, Dynegy, Cryoport
18 Jul 2017Are emerging markets making a quiet comebackEmerging Markets, Oil, Interest RatesEramet, Safe Bulkers, Areva, The Aberdeen Chile Fund, National Bank of Greece
11 Jul 2017Global bond markets are crackingBonds, Europe, Shipping, TeslaCapital Product Partners, Austin Engineering, UniCredit, Commerzbank, Nireus Aquaculture
4 Jul 2017Wind of change in EuropeEurope, Japan, Uranium, Rare EarthsKatanga Mining, Voltalia, Transalta Corp, Mineral Deposit, Emeco
26 Jun 2017The end of oil?Oil & Gas, Europe, Greece, SolarLynas Corp, Finjan Holdings, Israel Chemicals, Euro Sun Mining, BE Group
20 Jun 2017Why the US rates will surprise most everyone (even the Fed)Interest Rates, JapanWestport, The Global X MSCI Greece ETF (GREK), Attica, Swedish Airline SAS, Ceres Power Holdings PLC (CWR), Gascogne SA (ALBI), Bong AB
12 Jun 2017“Dead beat dogs” in today’s overvalued marketsInterest Rates, Japan, EuropeAlpha Bank (ACB), Petropavlovsk (POG), Stone Energy (SGY), E.ON (EOAN), RWE (RWE), Resona, Prosafe (PRSO), Songa, Kerr Mines (KER)
5 Jun 2017Australia’s runaway housing marketAussie Housing, Australian Banks-
29 May 2017Big payoff opportunities in Japan, Russia, and offshore drillersJapan, Oil & Gas-
22 May 2017Around the world – from Brazil to JapanEmerging Markets, Japan, Brazil-
15 May 2017Taking advantage of ultra low volatilityUS Equity Market, European Equity Markets-
8 May 2017EuroStoxx 50 IndexEurope-
29 Apr 2017European Equities, Indexing Bubble, Japan & Europe, ShortingJapan, Europe, Uranium, Offshore Oil, Greece, Rare Earths-
22 Apr 2017Shipping, Euronav, Frontline, ETFs/IndexingShipping, Euronav-
15 Apr 2017John B. Templeton’s Trading StrategySipping, Offshore Oil, Uranium, Europe, Greece-
8 Apr 2017Shippers & Property BubblesShipping, Aussie Housing-
31 Mar 2017Uranium, shippingUranium, Shipping, Japan-
25 Mar 2017“Top” of equities, bonds, european banks, eurostoxx 50Bonds, Europe, Emeging Market-
17 Mar 2017Thoughts on Japan.Japan-
11 Mar 2017LIBOR, interest rates, central banks, Italian financials, bitcoinInterest Rates, Bitcoin, Europe-
3 Mar 2017Financial crises, deep value trade ideas.Rates-
23 Feb 2017Bitcoin, shipping stocks, aussie & kiwi property marketsBitcoin Shipping, Aussie Housing-
16 Feb 2017Global inflation, uncertain future, shipping & offshore companiesRare Earths, Uranium, Shipping-
9 Feb 2017Rare earth metals, Iron ore producers, Uranium… global tradeRare Earths, Uranium-
2 Feb 2017USD, Europe, UniCreditEurope, US Dollar-
25 Jan 2017Scandals… VW, Mitsubishi, Toshiba.Market Cap-
17 Jan 2017Bailouts/restructuring & opportunities they present, shipping, rare earth metalsShipping, Rare Earths-
10 Jan 201710 sectors we wouldn’t be short!Uranium, Europe, Shipping, Offshore Oil, Rare Earths, Greece-
22 Dec 2016Incorrect calls, forecasts, end of year shenanigansGermany-
11 Dec 2016The lepers of the investment worldUranium, Russian Stocks, European Banks, Shipping, Rare Earths-
4 Dec 2016Japanese equitiesJapan-
27 Nov 2016Bond yields, eurodollarsEurodollar-
20 Nov 2016Bonds & currenciesBonds, Currency Market-
13 Nov 2016The Trump effect, european banksInterest rates, Europe-

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