New posts will be at calvinfroedge.com

Brazilian Steel Tariffs - Two Companies in Focus: A look at CSN (SID) - A Brazilian industrials conglomerate with heavy steel exposure, and Gerdau, the largest producer of long steel in the Americas

ChokePoint 2.0: The payment processing and banking system represents systemic risks to freedom

What would you like me to write about?: Brainstorming for topics over the next few months

Opting out: I'm taking the radical decision to start removing myself from the banking system

Plastics - the future of oil: Insight into why all the Middle Eastern oil majors are on the hunt for petrochemical companies

El Grand Bazaar is Live : I've launched a collectibles and precious metals store

Doing business in Singapore: A breakdown of advantages, disadvantages, and available services

Vale - worth the squeeze?: A look at one of the world's largest iron producers

The Train to Los Angeles: Don't get off in Chicago!

How to buy physical: Exploring a little discussed subject in investing

Q1 Report - Charts & Allocations: Reflections on the first 90 days of 2024

Q1 Update: Video format update of my Q1 positioning and outlook

Some hot Marhelm content - coal, dirty tankers, dry bulk, shale production, offshore, and more: Sharing our recent interview with Trader Ferg

A few interesting developments: A roundup of a few recent news items

I've never seen such an unhinged short position: A quick look at some interesting data in the metals complex

The metals complex - getting interesting: I haven't talked a whole lot about one of my largest areas of exposure...

This global conglomerate is worth watching: If you're looking for another cyclical bet with global diversification, this one is interesting

Insights from Marine Money: 12 hours of talks and private conversations with traders, bankers, and ship owners

This Oil Producer Just Dropped a Bombshell Earnings Announcement: A little known Colombian producer announced that on top of a 10% buyback and a 6% dividend yield, they will additionally purchase up to another 10% of shares

I just want to be a data provider: I will no longer be commenting on individual stocks or investments - though I'm happy to do sector level analysis

Presentation on Parex Resources: Why I think the market is really misunderstanding the company

Parex Resources - Brilliant Tax Strategy Will Pay Huge Dividends: While the market may focus on a change in reserves, it should be ignored

Out of Petrobras: Great run, but time to move on

Braskem - Catching BAK Up: The company is showing signs of improvement on multiple fronts, while a binding buyout offer could be on the way