Markets in Panic: Rapid Positioning Shifts Create Opportunity – Here’s What I’m Buying

Oil Outlook for 2025

Odfjell Technology’s path forward

From Ore to Opportunity: The Case for Gerdau and Vale’s Comeback

Chinese Rate Cuts: Markets Surge as Inflation Looms

GOLD, How to play the bull market: From Central Banks, Currencies & Miners to Logistics Firms

GeoPark Q2 Earnings & Oil Outlook: A roadmap for Oil going into 2025 and a review of GeoPark’s Q2 earnings …

War on Oil: Hedge Funds Go Short: Recession Fears Fuel Market Turmoil, while the world looks at the Middle East

Allegro, the tech giant of Poland and soon Eastern Europe: High conviction stock from Poland with a lot of long term potential …

The most hated Stocks by WallStreet : Amid Nvidia’s Surge, Dozens of Opportunities fly under the Radar of WallStreet

GeoPark: Strong Earnings and Strategic Argentine Acquisition: Q1 Earnings commentary and a breakdown of a transformational acquisition …

A Human Approach to Modern Investing: How retail investors can thrive in a world dominated by Quant funds and AI

Gerdau - Resilience Amidst Market Volatility: Margin growth, Dividends & Sentiment = Great Setup

OKEA & Ithaca are among the best bets in the energy market : Update on OKEA ASA and a new position …

VALE - The Iron Ore trade: A great setup for the 2nd largest Brazilian stock

Hunting PLC - Hated, Forgotten & Beautiful : Building a company for the next 150 years

A realist in a world filled with optimists & pessimists : From Tobacco to Latin American Oil …

Colombian & Norwegian dividends keep flowing with oil making new highs : An update on Vår Energi, Geopark and thoughts on the FED’s monetary policy …

Challenging the EV & ESG narrative, with longs on Platinum & Co: A story of EVs, Hybrids, the comeback of the Diesel and ignorance on WallStreet

Petrobras: What’s behind the flash crash? : Making sense of the dividend and price action …

A Journey of Energy and Human Development : Fossil fuels will still dominate the energy space …

Will Kazakhstan’s dominant Airline fly high? : Operational excellence and close to monopoly status …

¡Viva Colombia! A story of political unrest and shareholder returns: Geopark $GPRK and Parex Resources $PXT.TO are tremendously undervalued …

Vår Energi’s strategic acquisition and OKEA’s roller coaster: Undervalued oil & gas stocks from Norway 🇳🇴

Yum China: A Hidden Gem in Quality Investing: The Potential of Yum China – A Growth Powerhouse with Strong Fundamentals