Sell Canagold (CCM.TO) at 24 cents The AGM was on 7/19, results were announced on 7/20. Over a month later, Sun Valley hasn't put forth...

Marion King Hubbert, a geologist who worked for Shell, posited in a 1956 paper that US oil extraction would peak between 1965 and 1971....

Note: This post was written and sent to Telegram subscribers during market hours on August 24th. To receive real-time updates from me,...

U.S. housing starts near 1-1/2-year low; factory output rebounds   From the Reuters article: Single-family housing starts, which account...

BW LPG (BWLPG) reports Q2 results on the 29th. The company is the largest public listed owner of very large gas carriers, with a fleet of...

Stocks Mentioned: International Seaways (INSW), Teekay Corp (TK), EuroDry Ltd (EDRY), Ardmore Shipping Corp (ASC), Hafnia (HAFNI.OL),...

Long-time readers know I have been writing about the containership and freight trade since May last year. I recommended Zim Integrated...

Grindrod Shipping (GRIN), which we closed during the June carnage broke out on reporting Q2 earnings. We exited at $19.25, which was...

In India, there's an ancient tale of a king who became a sage in order to assuage his ego. King Vishwamitra coveted a cow belonging to...

Stocks Mentioned: Bunge Limited (BG), Gladstone Land (LAND), Farmland Partners (FPI), Hannon Armstrong Sustainable Infrastructure Capital...

Stocks Mentioned: Matson (MATX), Marathon Gold (MOZ.TO), Skeena Resources (SKE.TO), Danaos Corporation (DAC), Global Ship Lease (GSL),...

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