Latest News

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  Molson Coors Added

  Investors continue to pile into high-flying technology shares and various other market darlings creating some of the biggest bubbles I've ever seen.

  • October 1, 2020
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  Global Gold Miners ETF Allocation Increased

  Cash available was added to the SMA Portfolio's holding in the iShares MSCI Global Gold Miners ETF (RING)

  • August 10, 2020
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  Dorian LPG Sold

  As part of a change in strategy to gradually shift the SMA portfolio allocation from shipping to precious metals, Dorian LPG (LPG) was sold this morning at $9.20.

  • August 10, 2020
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  Frontline Sold

  Yesterday shipping company Frontline Ltd. (FRO), was sold at $8.20.

  • August 8, 2020
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  Gold and Silver Mining ETFs Added

  Cash available in the SMA Portfolio was allocated to the Global X Silver Miners ETF (SIL) and the iShares MSCI Global Gold Miners ETF (RING) today.

  • August 7, 2020
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  Position in Teekay Tankers Increased

  Daily rates have dropped faster than expected in the oil tanker business which has led to disastrous performance by the company's stocks

  • June 25, 2020
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  Euronav NV Sold

  On June 12, 2020 Euronav NV (EURN) was sold at $9.90.

  • June 22, 2020
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  Scorpio Tankers Increased

  I made a decision to increase the allocation to Scorpio Tankers (STNG) in the SMA Portfolio from 2.0% to 3.5%.

  • June 1, 2020
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  SandRidge Energy Sold

  I decided to sell the position in SandRidge Energy (SD) after they issued a "going concern" warning recently.

  • May 28, 2020
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  Scorpio Bulkers Added and International Seaways Increased

  As part of my new focus on profiting from the resurgence of the oil tanker industry, Scorpio Bulkers (SALT) was added to the SMA Portfolio.

  • April 30, 2020
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