Inflation Hedge @InflationX

Mining, energy and shipping via ASX, OSX, TSX, LSE and HKEX Malta Joined November 2009

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Inflation Hedge @InflationX

a week ago

@MikeFritzell Great data. It's incredible that Toyota and Hyundai can resist the Chinese onslaught.

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Inflation Hedge @InflationX

3 weeks ago

@VanIsleInvestor Supposedly this $ECO vessel entered the strait empty to pick up cargo in Basrah

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Inflation Hedge @InflationX

3 weeks ago

@MikeFritzell Haha, hard to beat, especially when the sun is out!

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@TigerThesis Great piece, thanks for sharing - very detailed too. This one is on my radar screen, and certainly looks very solid. It's also at an interesting level here (in USD, dividend-adjusted), which is likely to hold.

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Inflation Hedge @InflationX

4 weeks ago

@MikeFritzell @TigerThesis Yes, debt, and there has been quite a bit of capex in recent years (eating up all the cashflow). Any idea what they are building?

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Inflation Hedge @InflationX

4 weeks ago

@VanIsleInvestor Thanks for this Rick Rule rundown - awesome stuff!

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Inflation Hedge @InflationX

4 weeks ago

@pineconemacro Really smart comment right in the beginning of all this!

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Inflation Hedge @InflationX

2 months ago

@birdseye888 possibly a different pattern if you look at a contract a few months out (ie ICEEUR:BRNZ2026 )

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Inflation Hedge @InflationX

2 months ago

@frontiervalueh1 I see, too bad, we are in Warsaw now for a bit.

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Inflation Hedge @InflationX

2 months ago

@NGurushina And that's with gasoline prices being held down for now...

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Inflation Hedge @InflationX

3 months ago

@tleilax___ Wow, great call!

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Inflation Hedge @InflationX

3 months ago

@CRUDEOIL231 Thanks for sharing your thoughts in recent weeks. People should watch and learn. The idiots are usually the loudest.

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Inflation Hedge @InflationX

4 months ago

@Xiphos_Trading Desert Shadow was 750k Desert Storm was 300k

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Inflation Hedge @InflationX

4 months ago

@MikeFritzell @trad_west_ @sacredchad_ig Thanks Michael! It's an amazing story, for sure!

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Inflation Hedge @InflationX

4 months ago

Mind blowing stat from Grant's: The financialized U.S. economy boasts more private equity funds (19,000) than McDonald’s outlets (14,000)

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Inflation Hedge @InflationX

4 months ago

@Hawkeye_74 Absolutely #1 risk for UK equities/economy in my view. Hopefully, this will run out of steam as growth gets hit, but then we will have another worry.