Kashyap SriramAug 24, 20228 minGeneralThe Evidence is Clear – Inflation Has PeakedMarion King Hubbert, a geologist who worked for Shell, posited in a 1956 paper that US oil extraction would peak between 1965 and 1971....
Kashyap SriramAug 24, 20223 minStocksShort Cheniere Energy (LNG)Note: This post was written and sent to Telegram subscribers during market hours on August 24th. To receive real-time updates from me,...
Kashyap SriramAug 22, 202213 minRollupWeekly rollup | Aug 15-21 2022Stocks Mentioned: International Seaways (INSW), Teekay Corp (TK), EuroDry Ltd (EDRY), Ardmore Shipping Corp (ASC), Hafnia (HAFNI.OL),...
Kashyap SriramAug 20, 20223 minStocksZIM: More Bullish Than Ever Long-time readers know I have been writing about the containership and freight trade since May last year. I recommended Zim Integrated...
Kashyap SriramAug 15, 202210 minRollupWeekly rollup | Aug 08-14 2022Stocks Mentioned: Bunge Limited (BG), Gladstone Land (LAND), Farmland Partners (FPI), Hannon Armstrong Sustainable Infrastructure Capital...