Shipping — 37 Articles
In-depth analysis and research on shipping.
Baltic Dry Index 2026: BDI Chart & Dry Bulk Dividends
Baltic Dry Index 2026: BDI chart explained — Capesize, Panamax, Supramax sub-indices. Which dry bulk stocks (SBLK, CMBT, DSX) benefit most from...
Read → ShippingCar-Carrier vs Tanker Stocks 2026: NAV Premium vs Discount
Car-carrier stocks like Hoegh Autoliners trade at a premium to fleet value, tankers often at a discount. Why -- plus a Diana Shipping/Genco tender...
Read → ShippingChokepoint Economics: Hormuz & Bab al-Mandeb 2026
Hormuz –66% traffic, Bab al-Mandeb blocked: Brent $91, War Risk 3–10%, fertilizer +30%. CMB.Tech, TORM, Dorian LPG, Nutrien analysed.
Read → ShippingEx-Date Mechanics: Why Shipping Stocks Drop on Dividend Day
TORM $0.70, FLEX LNG $0.75 and BW LPG NOK 6.196 all went ex-dividend in June 2026. Why shipping stocks drop on ex-date — and why long-term holders...
Read → ShippingFredriksen vs Saverys: Which Shipping Bet Wins in 2026?
Frontline/FLEX LNG (max payout now) vs CMB.TECH (green bet later) — both in my portfolio. Fredriksen vs Saverys, compared with real numbers.
Read → ShippingFrontline vs Scorpio Tankers 2026 — Which Pays Better?
FRO trades at a 35% NAV discount with zero dividends; STNG pays from product tankers. Fleet age, TCE rates and dividend safety head-to-head. Q3 2026.
Read → ShippingGreen Shipping 2026: EU Carbon Rules — Who Profits?
EU ETS + FuelEU reshape shipping profits: ECO-fleet owners win, old tonnage pays €45+/t carbon. FLEX LNG, CMB.Tech benefit most — here's why, with...
Read → ShippingKW38 Hard Assets Weekly: Fed Rate Hike to 4%, Oil Rollercoaster & Tanker Record — Reflation Regime
KW38 (Sep 14-20, 2026): The Fed raises rates for the first time in three years. Brent swings from $130 to $104. Tanker freight breaks $1M/day for the
Read → ShippingShipping 2026: HAUTO, ZIM, Wallenius — 3 Picks
Three overlooked shipping stocks for 2026, ranked on charter cover and payout durability. Wallenius Wilhelmsen, Hoegh Autoliners, ZIM — vehicle...
Read → ShippingHormuz Reopens: Why CMBT & TORM Dividends Stay High in 2026
Hormuz reopens — but 118-tanker backlog + locked contracts protect tankers. CMBT, TORM, Dorian LPG 2026.
Read → ShippingHormuz Escalation Hits Oil & Gas Earnings Week
US airstrikes, 2 tankers hit: Brent $84.73 as oil + gas holdings report Q2. Fact vs thesis separated.
Read → ShippingHormuz Reopening: Should You Sell Tanker Stocks Now? (2026)
US-Iran MOU: Hormuz toll-free 60 days. But 118 tanker backlog, war-risk still 3-8%, VLCC supply <1%/yr. Why panic-selling tanker stocks is the...
Read → ShippingTanker Shipping Stocks 2026: $423K/day Rates — Which Dividend Is Safe?
Tanker shipping stocks with real dividend data: CMB.Tech, TORM, Scorpio ranked by FCF coverage & fleet age. VLCC rates peaked at $423K/day — is the pa
Read → ShippingINSW $4.55 Special Dividend 2026: What It Means
INSW paid a $4.55 special dividend in 2026 — a classic tanker windfall. What shipping bonanzas mean for dividend investors & how to position.
Read → ShippingWeekly Recap KW39 (Sept 21–27): Oil −6%, US Yields at 5.18% — What It Means for Hard Assets
KW39 (Sep 21-27, 2026): Brent drops 6.2% to $97.47 despite Bab el-Mandeb escalation. US 10-year yield at 5.18%. Tanker rates normalize from record hig
Read → ShippingOil & Gas Earnings Week: 5 Reports in 4 Days, Brent
Jul 21-24: Var Energi, PM, Equinor report Q2 as Brent holds $86 (Hormuz). Eni Jul 29. What I'm watching.
Read → ShippingOPEC+ Hike June 2026: Tankers Still Pay 10%+
OPEC+ June 7, 2026 output hike: what it means for tanker rates, BW LPG, TORM and Dorian LPG dividends. Is this a buying opportunity for hard-asset...
Read → ShippingBW LPG-Avance Merger 2026: 48 VLGCs, Dividend Impact
BW LPG merges with Avance Gas 2026: 48 VLGCs combined, #1 LPG fleet globally. Dividend impact and fleet synergies analyzed — I hold both stocks.
Read → ShippingShipping Stocks Dividend 2026: Is the M&A Wave Good for Your Portfolio?
Hapag-Lloyd/ZIM, Hafnia/TORM, CMB.Tech/Diana mergers explained. What shipping consolidation means for tanker & bulk carrier dividends in 2026 — and wh
Read → ShippingShipping Cycle 2026: Hormuz + Structural Scarcity
VLCC tanker rates hit $423,736/day record. 28% of fleet unfit for top charterers. Structural scarcity goes far beyond Hormuz. Shipping cycle 2026...
Read → ShippingVLGC Rates & Tanker Sanctions 2026: Who Benefits?
VLGC chartering rates $50/tonne+ in 2026: sanctions reroute tanker fleets, which LPG & product tanker stocks benefit most — and what it means...
Read → ShippingShipping Stocks: 4 Cycle Signals Beyond Spot Rates (2026)
4 signals the shipping cycle is late-stage: VLCC premium $39.5M over newbuild, ClarkSea at 2x avg, scrapping near zero, $173B M&A. Dry bulk the...
Read → ShippingShipping Double Payday June 11: TORM $0.70 + FLEX LNG $0.75
Triple shipping payday: CMB.Tech $0.64 (June 10), TORM $0.70 + FLEX LNG $0.75 (June 11). FLEX LNG's 19th consecutive payment. What drives this...
Read → ShippingTCE Shipping Explained: How Tankers Pay Dividends
How tanker companies generate cash via TCE and ton-miles — driving dividends in TORM, Dorian LPG, FLEX LNG & CMB.TECH. Real Q1 2026 data.
Read → Shipping6 Shipping Dividend Stocks 2026: 8-15% Yield Portfolio
6 shipping stocks portfolio 2026: CMB.Tech, TORM, FLEX LNG, BW LPG, Frontline, Dorian LPG. Dividend yield, TCE rates & risk analysis.
Read → ShippingWhy Tanker Cashflow Doesn't Care About the Fed — Double Chokepoint Play | MB Capital Strategies Global
Hormuz and Red Sea under simultaneous pressure. What it means for tanker rates, dividends, and your yield-on-cost in 2026.
Read → ShippingTanker Sanctions 2026: 700+ Shadow Fleet Ships, Winners
Tanker charter rates 2026: 700+ sanctioned shadow fleet vessels, Russian oil. How TCE rates react to Hormuz & Russia, and who benefits in my...
Read → ShippingTanker Dividend Safety 2026: TORM & FLEX LNG — Late Cycle or Still Safe?
TORM pays $2.80/share with full FFC cover, FLEX LNG yields 14%. ClarkSea +61% but 407 new orders loom. Is the tanker dividend still safe in Q3 2026?
Read → ShippingTanker Dividend Safety 2026 — Which Shipping Stocks Actually Cover Their Payout?
TORM, Frontline, Dorian LPG, BW LPG, FLEX LNG — which tanker dividend is truly covered by free cash flow in 2026? Data-driven comparison with real num
Read → ShippingTanker Dividends 2026: TORM, BW LPG, Frontline Payouts
Tanker stock dividends 2026: TORM $0.70, BW LPG $0.67, Frontline $0.44 ex-dates explained. How variable shipping dividend income works for investors.
Read → ShippingHafnia vs DHT vs Ardmore 2026: Best Tanker Dividend Stock?
Mixed tanker fleet 2026: VLCC, Suezmax, Aframax & MR rates compared. Which fleet earns the most in current Hormuz & post-sanctions market?
Read → Shipping3 LNG Tanker Stocks 2026 Ranked: FLEX LNG vs Golar vs Höegh
3 LNG tanker stocks 2026 ranked: FLEX LNG, Golar LNG, Höegh LNG — dividend yield, charter rates & fleet overview. Which LNG stock to buy now?
Read → Shipping3 Shipping Stocks: 10%+ Dividend Yield — Tankers & LNG
3 shipping stocks with 10%+ dividend yields: FLEX LNG, tankers & bulk carriers — sustainability check, FCF coverage + Marco Bozem's honest verdict.
Read → ShippingTORM Dividend Analysis 2026: Is the Payout Safe at $34K/Day TCE?
TORM (TRMD) dividend analysis 2026: Q1 TCE hit $34,000/day — is the variable payout safe or cut risk rising? I broke down cashflow cover, fleet utiliz
Read → ShippingWeekly Recap KW26 2026: Hormuz Reopens, Tanker Stocks −8%
KW26: Brent $72, TORM/Dorian -8.8%, CMB.Tech held (-2.2%). Realty Income +4.8%. KW27 outlook.
Read → ShippingWeekly Recap KW28: Brent +5.6%, BDI +8.3% — Shipping
KW28: Brent +5.6% to $76 pre-OPEC. BDI +8.3%. Dorian +11%, CMB.Tech +7%. 10Y at 4.57%. KW29 outlook.
Read → ShippingWeekly Recap KW33 2026: Oil +6%, Record Tanker Dividend
KW33 2026: Oil +6%, dry bulk rates -8%, and a record tanker dividend — traced to one Monday deadline at the Strait of Hormuz. Weekly recap with...
Read →Oil & Gas — 23 Articles
In-depth analysis and research on oil & gas.
Aker BP: 10% Yield at $25 Breakeven — Cheap or Value Trap?
Aker BP 2026: 10% yield, $25 WTI breakeven, FCF covers dividend 2× at $60 oil. NOAKA ramp starts 2027. Is Norway's cheapest oil producer a...
Read → Oil & GasAker BP (AKRBF) Q2 2026: Earnings Beat, Dividend Confirmed
Aker BP (AKRBP/AKRBF) reported Q2 2026 results on July 15: earnings beat consensus, dividend unchanged, production guidance raised. The quick take.
Read → Oil & GasAPA Corp (APA) 2026: 5x P/E, 12% FCF — Value or Trap?
APA Corporation 2026: 5x P/E, 12% FCF yield, $5.4B net debt. Permian + North Sea. Dividend cut risk vs deep-value opportunity? Full buy/avoid verdict.
Read → Oil & GasCardinal Energy CJ.TO: 8% Monthly Dividend – Safe?
Cardinal Energy CJ.TO 2026: 8% monthly dividend, lowest decline rate in Canada, FCF positive at $55 WTI, zero debt. Payout safe? Marco's verdict +...
Read → Oil & GasCoterra Energy (CTRA): 4% Variable Dividend — Buy or Pass?
Coterra Energy CTRA 2026: 4% variable dividend from Permian + Marcellus dual-basin. Is the variable payout sustainable? FCF and coverage analysis.
Read → Oil & GasDevon Energy DVN: 8% Div, $40 Breakeven — Buy?
Devon Energy DVN 2026: Fixed+variable dividend at 8% yield, $40/bbl WTI breakeven, $3.5B FCF — real portfolio position with honest buy/hold/avoid...
Read → Oil & GasEquinor EQNR 2026: 9% Yield + $8B Buyback — Buy Now?
Equinor (EQNR) 2026: 9% total return (dividend + buyback), $35/bbl breakeven, Norwegian state backstop. Is EQNR the safest 9% yield in energy?...
Read → Oil & GasEquinor Expands: $1 Billion Transocean Rig Deal
Equinor secures 3 Transocean rigs for $1bn+ (7 rig-years) and swaps North Sea assets with Vår Energi. What both moves mean for the Norwegian...
Read → Oil & GasHarbour Energy: P/E 4.2, £3B Cash — Cheapest Oil Stock?
UK North Sea oil dividend deep-dive: Harbour Energy at P/E 4.2 with £3B cash after Wintershall sale. Is the payout safe? FCF coverage & my verdict. Q3
Read → Oil & GasHorizon Oil Stock 2026: 12% Dividend + 290M Barrels Reserve
Horizon Oil (ASX:HZN) 2026: 12% dividend yield, 290M bbl PNG reserves, 5,000 BOE/day post-Thailand. 300% payout — sustainable or cut risk? Full...
Read → Oil & GasInPlay Oil 2026: 8% Monthly Dividend — Canadian Oil Play?
InPlay Oil (TSX: IPO) 2026: 8% monthly dividend, Cardium & Viking formations, low decline rates. Canadian junior oil play — buy verdict + FCF...
Read → Oil & GasNatural Gas MLPs 2026: 6-9% Pipeline Dividend Stocks
Natural gas MLPs 2026: Enterprise Products, Energy Transfer, MPLX pay 6-9% yields. K-1 tax explained, best MLP dividend stocks for income investors.
Read → Oil & GasVenezuela Oil Reserves: 303 Billion Barrels, Under 1M bpd
Venezuela holds the world's largest oil reserves (303B barrels) but produces under 1M bpd. Why sanctions and PDVSA collapse keep output low — and what
Read → Oil & GasPanoro Energy (PEN) Analysis 2026: 18% FCF Yield
Panoro Energy (PEN): 18% FCF yield, 50% NAV discount, Sangomar ramp-up. Full analysis with buy/hold/sell verdict.
Read → Oil & GasPembina Pipeline (PBA) 2026: 5.5% Dividend — Buy or Wait?
Pembina Pipeline PBA 2026: 5.5% dividend yield, fee-based cashflow, LNG Canada exposure. Canada's top midstream stock — Marco's full analysis and...
Read → Oil & GasPipeline Stocks 2026: Enbridge, TC Energy, Pembina
Best pipeline stocks 2026: Enbridge, TC Energy, Pembina & ONEOK. Contract-backed cash flows and FCF-covered distributions compared. Full...
Read → Oil & GasRepsol Stock Analysis 2026: 7% Dividend Yield at P/E 6 — Worth Buying?
Repsol (REPYY) stock analysis 2026: 7% dividend yield, P/E just 6, €1.5B buyback program. I broke down refining margins, the renewables pivot and UK t
Read → Oil & GasSerica Energy 2026: 8% Yield — UK North Sea Value
Serica Energy (SQZ) 2026: 165% effective tax from EPL, 6% yield, production doubling to 65k boepd. UK North Sea miner under pressure — Marco's...
Read → Oil & GasSuedzucker 2026: Oil-Ethanol Play at 0.8x Book — Buy?
Suedzucker 2026: Sugar + ethanol + biogas. EU sugar prices, bioethanol demand & oil price link. 4% dividend yield — undervalued or value trap?
Read → Oil & GasSunCoke Energy (SXC) 2026: 8% Yield — Overlooked Steel Play?
SunCoke Energy SXC 2026: 8% dividend yield, stable long-term coke contracts, 100% US steelmaker exposure. Hidden income gem or cyclical trap? My...
Read → Oil & GasTC Energy (TRP) 2026: 5.2% Dividend — Safe Pipeline Income?
TC Energy (TRP) 2026: 5.2% dividend yield on Canada's largest midstream network. Southbow spin-off done, debt paydown underway — is the pipeline payou
Read → Oil & GasWeek 39 Recap: Oil Plunges, Gold Loses Ground — Red Sea Premium Holds
Oil dropped nearly 9% in week 39 while equities rallied. The Red Sea premium remains intact despite the price shock. Weekly market recap with verified
Read → Oil & GasWoodside Energy (WDS) 2026: Is the 7% Dividend Safe?
Woodside Energy WDS 2026: 7%+ dividend yield, Scarborough LNG, $45/bbl breakeven. Offshore LNG investment case + risk factors. Marco Bozem's verdict.
Read →Mining — 18 Articles
In-depth analysis and research on mining.
Anglo American (AAL): Copper Pivot, 4% Yield — Buy?
Anglo American (AAL) 2026: copper pivot after rejecting BHP's $39B bid, 4% dividend, restructuring. FCF vs peers, P/NAV, buy/avoid verdict — Marco...
Read → MiningAngloGold AU 2026: $1,800/oz Margin — P/NAV vs Barrick
AngloGold Ashanti (AU) 2026: $1,800/oz margin (AISC $1,375 at $3,200 gold), 2.6M oz production, deeper P/NAV discount vs Barrick. Buy or wait?...
Read → MiningAngloGold Stock 2026: $1.16 Dividend, $2bn Buyback — Hold?
AngloGold Ashanti (AU) 2026: $1.2bn FCF record, $1.16/share dividend (9x YoY increase), $2bn buyback. Is this a dividend turbo or cycle top? Full...
Read → MiningB2Gold (BTG) 2026: 5% Dividend — Gold Stock Worth Buying?
B2Gold BTG 2026: 5% dividend at Gold $3,400+/oz. AISC $1,300/oz, Fekola expansion, deep P/NAV discount. Is BTG dividend safe? Full analysis.
Read → MiningBarrick Gold 2026: 5% Yield — Cheaper Than Newmont?
Barrick Gold (GOLD) 2026: tier-1 mines, 5%+ dividend yield, copper expansion. Better than Newmont? FCF analysis and buy verdict.
Read → MiningBarrick vs Newmont 2026: Better Gold Dividend Stock?
Barrick vs Newmont 2026: AISC $1,320 vs $1,475/oz, 4% vs 2% yield, 77M vs 96M oz reserves. Which gold miner delivers better dividends? Full comparison
Read → MiningBHP 2026: Iron Ore + Copper at P/E 12 — Worth Buying?
BHP Group 2026: iron ore, copper, potash with 4% dividend yield & P/E under 12. BHP vs. Rio Tinto: who wins the mining dividend race? Marco...
Read → MiningBHP Jansen Writedown: $2.3B Signal for Copper Investors
BHP writes off $2.3B on Jansen Stage 2 (costs +41% to $6.9B). Why this is a bullish copper signal — capital discipline means less future supply...
Read → MiningBHP vs Rio Tinto 2026: 5% vs 6% Yield — Which Is Safer?
BHP vs Rio Tinto: Rio carries net cash, BHP $12B debt. Rio 6% yield vs BHP 5%. Copper exposure, FCF cover, Jansen write-down analyzed. My honest...
Read → MiningCopper 2035: 30% Supply Gap & Supercycle
IEA projects 30% copper deficit by 2035. EVs, AI data centres drive demand — new mines take 17.9 years. Marco's 7 real copper positions with...
Read → MiningHard Assets Weekly KW37 2026: FOMC Decision, Oil at $96, Gold Under Pressure — Cashflow vs Crisis Hedge
KW37 (Sep 14-20, 2026): The FOMC rate decision dominates the week. Hold expected, but the dot plot could shift everything for hard assets. Oil stable
Read → MiningJiangxi Copper 2026: Electrification Play (358 HK)
Jiangxi Copper (358 HK) 2026: China's largest copper producer with 3%+ dividend yield. EV battery demand tailwind vs geopolitical risk — full analysis
Read → MiningMarket News Feb 2026: Container Rates & Copper Rally
February 2026 market update: container shipping rates surge, copper rally accelerates. Key data from February 2026 and what it meant for investors.
Read → MiningMining Capital Allocation: BHP Writedown
BHP takes a $2.3B writedown on Jansen Potash, Rio Tinto triples lithium output to 200,000t by 2028, Vale preps copper IPO. What the big miners...
Read → MiningBest Mining Dividend Stocks 2026: Copper, Gold & Iron Ore
Top mining stocks 2026 ranked on dividend yield and payout cover: Glencore, CAML, Rio Tinto and Vale. Copper supercycle + gold rally — which to buy?
Read → MiningNEM Stock 2026: 4% Dividend + Record FCF at $3,200 Gold
Newmont (NEM) 2026: 4% dividend, record FCF after Newcrest integration, AISC $1,440/oz at $3,200+ gold. Is NEM still a buy? Marco's full verdict...
Read → MiningNewmont 2026: 174% Rally, Record Cash Flow — Less Gold?
Newmont 2026: 174% stock rally, record cash flow $5.2B, but 10% less gold output. Is the mining giant overvalued? Marco's sell-or-hold verdict.
Read → MiningWeekly Recap KW36 2026: Oil +9%, Gold −2% — Cashflow Beats Crisis Insurance
KW36 (Sep 4-11, 2026): Brent crude surged roughly 9% on tightening supply, gold pulled back 2% as the dollar firmed at 4.8% rates. Energy cashflow is
Read →REITs — 3 Articles
In-depth analysis and research on reits.
Arbor Realty (ABR): 13% Yield — The Hard Truth
Arbor Realty Trust (ABR) analysis 2026: Dividend cut from $0.43 to $0.17/Q, distributable earnings below payout, stock down 52%. I hold — here's why.
Read → REITsLink REIT 2026: 32% Below Book Value — Dividend at Risk?
Link REIT (0823.HK) trades 32% below book value at a 6.5% yield. Full 2026 breakdown: cap rate spread, leverage, credit rating, and the downside...
Read → REITsMPW REIT Analysis 2026: Recovery After 70% Dividend Cut?
MPW (Medical Properties Trust) analysis 2026: 7.4% yield after a brutal 70% dividend cut. Steward bankruptcy, Prospect distress — is this REIT turning
Read →BDCs — 3 Articles
In-depth analysis and research on bdcs.
BDC Stocks: Blue Owl vs Crescent Capital — 10%+ Yield
CCAP vs OBDC 2026: 11-12% BDC dividend yield compared. NAV premium, coverage ratio, quality — which BDC wins for income investors? Honest verdict...
Read → BDCsBDC Stocks: Are 8-12% Dividends Safe? ARCC, MAIN 2026
BDCs must pay 90% of income as dividends — that's why yields hit 8-12%. ARCC, MAIN, Hercules: which is worth buying in 2026? Real-money verdict.
Read → BDCsNewtek vs Hercules BDC: Which 10% Yield Is Safer in 2026?
Newtek (NEWT) vs Hercules Capital (HTGC): two BDC stocks with 10%+ yield. FCF coverage, payout history and Marco's pick for the safer dividend in...
Read →Pharma & Healthcare — 3 Articles
In-depth analysis and research on pharma & healthcare.
Baxter Stock 2026: 94% Dividend Cut — Turnaround?
Baxter International (BAX) 2026: 94% dividend cut after 55 years. Turnaround bet or value trap? Marco holds the stock himself — full analysis.
Read → Pharma & HealthcareBayer Stock 2026: 3 Catalysts, +40% Gain — My Buy Thesis
Bayer 2026: Q1 results solid, SCOTUS + Settlement + Final Approval catalysts. Fair value EUR 35-60. Marco holds Bayer +40%. Hard numbers, honest...
Read → Pharma & HealthcarePfizer 7% Yield vs Patent Cliff — Still a Buy?
$14B FCF covers Pfizer's 7.1% dividend today. But patent cliffs hit by 2030. Value trap or buy at P/E 12? My analysis Q3 2026.
Read →Crypto — 1 Articles
In-depth analysis and research on crypto.
Analysis — 121 Articles
In-depth analysis and research on analysis.
36 Hard Asset Dividend Stocks 2026 — 5–15% Yield Watchlist
36 dividend stocks with 5–15% yields I track in 2026: shipping (CMB.Tech, TORM), mining (Thungela, BHP), upstream oil, pipelines, BDCs. Real...
Read → AnalysisAGNC Investment 2026: 13% Yield — What It Really Costs
AGNC analysis 2026: 13.2% dividend yield sounds attractive — but book value fell 5.6% in Q1 2026 alone. What agency mREIT investors need to know...
Read → AnalysisBW LPG Q1 2026: The Number Behind the Dividend Decision
BW LPG Q1 2026: VLGC rates nearly doubled, Hormuz risk premium intact. What the Q1 earnings mean for dividend & share price — full...
Read → AnalysisBW LPG Q1 2026: $0.67 Dividend — Q2 Booked at $81K/day?
BW LPG Q1 2026: EPS $1.08, dividend $0.67/share — but Q2 is 85% booked at $81,000/day TCE. Is the market missing this? $940M Hyundai VLGC order...
Read → AnalysisCashflow Beats Crisis Protection: Why Energy Won and Gold Lost — Week 36
Oil up 9%, gold down 2.1% — at 4.8% bond yields, the market rewards cashflow over crisis insurance. Week 36 recap with verified numbers.
Read → AnalysisCentral Asia Metals 2026: 7% Yield, Zero Debt — Buy?
Central Asia Metals (CAML) 2026: 7%+ yield, Kounrad copper, zero debt. Undervalued vs mining peers? Marco's buy/avoid verdict.
Read → AnalysisChevron CVX 2026: 39-Year Dividend Growth & $40 Breakeven
Chevron CVX 2026: 4% yield, 39-year dividend aristocrat, $40/bbl breakeven + $15B buyback. Deep-dive FCF analysis — is CVX a buy at P/E 30? Honest...
Read → AnalysisCMB.Tech (CMBT) 2026: 21% Yield Safe? OPEC+ Impact Analysis
CMB.Tech CMBT 2026: $0.64/share dividend June 10 (21% annualized yield), Q1 profit $368.8M, EPS $1.27. OPEC+ cuts — what it means for TCE rates.
Read → AnalysisCommodity Cycle 2026: When to Buy Oil, Gas & Mining Stocks
Commodity cycle timing 2026: 5 signals that tell you when to buy oil, gas & mining stocks. Seasonal patterns + Marco's exact entry framework — not...
Read → AnalysisCommodity Supercycle 2026: Oil, Copper, Uranium
Are we in a commodity supercycle 2026? Oil, copper & uranium supply gaps vs AI demand — 3 signals to watch + Marco's portfolio positioning. Read...
Read → AnalysisConocoPhillips (COP) 2026: Best Upstream Oil Stock?
ConocoPhillips (COP) 2026: $9B annual shareholder returns, 17-yr reserve life, 3% dividend + buybacks. Post-Hormuz upstream play — buy or avoid?...
Read → AnalysisCoterra vs Devon 2026: Which E&P Dividend Is Safer?
Coterra vs Devon Energy 2026: $42 vs $55 breakeven, FCF yield & dividend safety side-by-side. At $70 WTI, which E&P stock actually wins? Honest...
Read → AnalysisCVS Health: 190% Payout Ratio — Is the Dividend Safe?
CVS Health 2026: 190% payout on paper, but FCF coverage is just 44%. Stock up 75% from its 52-week low. Is the dividend safe? Marco's honest...
Read → AnalysisDebitum Review 2026: 11% XIRR — Is The Default Risk Worth It?
I made 11% XIRR on Debitum after 12 months. But originator concentration worries me. Latvia license is solid, default rate at 3.2%. Here's what works
Read → AnalysisDNO ASA Stock 2026: 9.5% Dividend Yield — Cheapest North Sea Oil Play?
DNO ASA stock analysis 2026: 9.5% dividend yield, $15/boe breakeven, 110,700 boepd output. Is this oil & gas dividend stock a buy? Full cashflow + Kur
Read → AnalysisDuration Risk Explained: Why Rates Crushed Biotech -63%
Rising rates sank the XBI biotech index -63.5% while Big Pharma dividends barely moved. The duration mechanic explained, plus a 3-question sector...
Read → AnalysisECB Hikes to 2.25%: Hard Assets & Shipping Winners June 2026
ECB raised to 2.25% on June 11, 2026. Real rate -0.95%, CPI 3.2%. Impact on tankers, mining & energy dividends — Marco Bozem's hard-asset take.
Read → AnalysisEcopetrol (EC) 2026: 16%+ Dividend Yield — Risk vs. Value
Ecopetrol EC 2026: 16%+ dividend yield, $30/bbl breakeven, 5x P/E. Colombia state oil + Petro political risk. Is the value real? Marco's honest...
Read → AnalysisEllington Financial (EFC): 11.5% Dividend — My Honest Take
Ellington Financial EFC 2026: 11.5% monthly dividend, ADE covers 1.41x, Book Value $13.49. Credit mREIT, Longbridge record Q. Real risks explained.
Read → AnalysisEnbridge Stock Analysis 2026: 6.5% Pipeline Dividend — Still Safe?
Enbridge (ENB) stock analysis 2026: 6.5% dividend yield, 29-year growth streak, $9.9B EBITDA. Is North America's largest pipeline still a buy? Full ca
Read → AnalysisEnergean (ENOG) 2026: 10% Yield — Israel Risk Priced In?
Energean ENOG 2026: 10% dividend yield, 202 kboepd production record, $30/boe cost. $400M+ FCF despite net loss. Israel war risk assessed.
Read → AnalysisEni E 2026: 7% Yield, P/E 7, Africa LNG Growth — Buy?
Eni 2026: 7%+ shareholder yield, P/E 7, $40/bbl breakeven. Azule Energy Africa LNG +40% production + Plenitude spin-off plans. Buy or wait?
Read → AnalysisEx-Dividend June 30: O, TRP, TTE — Last Buy Day
Ex-dividend June 30, 2026: Realty Income, TC Energy, TotalEnergies, Enagás — the last buy day for US stocks was June 29, 2026 (T+1). Dividend...
Read → AnalysisExxaro (EXX) 2026: 8% Coal Dividend, Safe or Trap?
Exxaro (EXX): 8%+ dividend backed by Eskom cost-plus coal contracts and a 60%+ payout policy. I check the dividend safety and renewable pivot inside.
Read → AnalysisFarmland Partners (FPI): 20% NAV Discount — Buy?
Farmland Partners FPI 2026: 70,400 acres, book value ~$12/share, price $9.68 — 20% NAV discount + special dividends. AFFO coverage checked.
Read → AnalysisDividend Stocks vs Growth Stocks: 25% YOC vs 100% Gains
Dividend vs. growth investing: 25% YOC from shipping/mining vs. 100%+ tech gains — portfolio data debate. Which strategy wins in 2026?
Read → AnalysisFinanzfeuer Talk #3: Gold $5K, ATHs & Hard Assets 2026
Finanzfeuer Talk #3: Gold near $5,000, S&P all-time highs & rising geopolitics. Marco + AlgTopo on what this means for shipping, mining & energy...
Read → AnalysisHard Assets vs Tech Stocks 2026: Mining 40% Margins vs AI
Hard assets vs. tech 2026: mining 40% cash margins vs. stretched AI valuations. Data-driven debate — no hype, real portfolio numbers.
Read → AnalysisHard Assets Outperform 2026: Finanzfeuer Talk April
Finanzfeuer Talk April 2026: How hard-asset investors outperform the market — shipping, mining & energy dividends. Podcast discussion with...
Read → AnalysisOil +30%, Gold $3,000+: Hormuz Crisis Impact — March 2026
Finanzfeuer Talk March 2026: Oil +30%, gold above $3,000, Hormuz crisis and OPEC outlook. What it means for hard asset dividend investors Full...
Read → AnalysisBest Defensive Dividend Stocks 2026: 6-10% Yield + Safety
5 defensive dividend stocks with 6-10% yield: pipelines, REITs, energy — pay even in downturns. Real portfolio picks with FCF coverage + YOC analysis.
Read → AnalysisFLEX LNG Q1 2026: 9% Yield — Buy Before the Next Dividend?
FLEX LNG Q1 2026: $0.75/share dividend (19th quarter), 9.2% yield, TCE guidance raised to $73k–$78k/day. Atlantic LNG rates above consensus.
Read → AnalysisFOMC June 2026: Fed Holds — Who Wins? REITs & Ships
FOMC June 2026: Fed holds at 3.50–3.75%. Which hard-asset dividends win when rates stay high? Realty Income, TC Energy, CMB.Tech — concrete numbers.
Read → AnalysisFOMC June 2026: Hawkish Shock — Shipping Wins, REITs Lose
FOMC June 17, 2026: 9 of 18 Fed members now see rate hikes. Hawkish dot plot — REITs most exposed, tanker shipping insulated. Marco's verdict +...
Read → AnalysisFOMC June 2026: Fed Holds — Hard Asset Dividends Win?
FOMC June 2026: Fed holds at 3.50–3.75%, CPI at 4.2%. Why shipping and mining dividends are less rate-sensitive than people think. Full analysis.
Read → AnalysisFOMC September 2026 — Hard Asset Dividend Outlook for Q4
The Fed raised rates by 25 bp to 3.75–4.00% in September 2026. What the dot plot and higher-for-longer pricing means for shipping, mining, REITs divid
Read → AnalysisFOMC September 2026 — What the Rate Decision Means for Hard Asset Dividend Investors
The FOMC meets September 16-17, 2026. Three scenarios for hard asset dividend investors: shipping, energy, mining positions and what each rate decisio
Read → AnalysisREITs Pay 90% by Law, MLPs Pay All: Forced Dividend Stocks
REITs must pay 90% of income, MLPs pass all earnings through, BDCs have mandatory distributions by law. Which structure pays the most — and which...
Read → AnalysisFortescue 2026: Iron Ore Giant, 8% Dividend — Buy or Sell?
Fortescue (FMG) 2026: 4th-largest iron ore miner, 8% dividend yield, green hydrogen bet vs. China risk. Is the yield sustainable? Buy, hold or...
Read → AnalysisFresnillo FRES 2026: #1 Silver Miner — Buy or Avoid?
Fresnillo FRES 2026: World's largest primary silver miner. AISC costs, cash flow quality, dividend safety check and full valuation analysis. Not inves
Read → AnalysisGerdau (GGB) 2026: 5% Dividend + P/E 6 — Brazilian Steel
Gerdau GGB 2026: Latin America's largest steel producer, 5% dividend yield, North America exposure. Is South American steel undervalued?
Read → AnalysisGladstone Land 2026: 6.6% Yield, Stock -29%
Gladstone Land (NASDAQ: LAND) 2026: 144 farms, 6.6% monthly dividend. Why the stock is 65% below ATH — real-asset discount as opportunity?
Read → AnalysisGlencore 2026: 5% Yield + $22B Copper — Coal Cash Risks?
Glencore 2026: 5% dividend yield, $22B copper portfolio, coal cash cow. Variable payout risks, balance sheet & cycle position analyzed.
Read → AnalysisHafnia (HAFNI) 2026: 8% Dividend — Better Than TORM?
Hafnia HAFNI 2026: 200+ product tankers, 8% dividend yield, net-cash balance sheet. Hafnia vs. TORM — which tanker dividend stock wins? Marco...
Read → AnalysisAGNC Investment 2026: 13% Yield — What It Really Costs
AGNC analysis 2026: 13.2% dividend yield sounds attractive — but book value fell 5.6% in Q1 2026 alone. What agency mREIT investors need to know...
Read → AnalysisHard Asset Dividends vs Treasuries — September 2026 Spread
Tanker yields at 8-12%, coal miners at 15% — how hard asset dividend spreads compare to US Treasuries in September 2026 and which segments still offer
Read → AnalysisHard Asset Market Check — September 2026: S&P at Record, Oil Above $90
S&P 500 near 7,720, WTI crude above $91, US 10Y at 4.77%. What the numbers mean for shipping, mining and energy dividend investors in September 2026.
Read → AnalysisHard Assets Weekly KW35: Oil Holds, Shipping Rates Dip — What the Numbers Say
KW35 update: Brent at $84/bbl, tanker rates -8%, gold above $2,600. Chevron and ConocoPhillips earnings this week — and why hard assets are more than
Read → AnalysisHard Assets Weekly Wrap-Up Week 36: Why Cashflow Beat Crisis Protection
Week 36 showed a clear market preference for cashflow-generating assets over traditional safe havens. Oil +9%, gold -2%, US Treasury yields at multi-y
Read → AnalysisHAUTO Stock 2026: 15% Yield, Aurora Fleet — Buy or Trap?
Hoegh Autoliners (HAUTO) 2026: 15% dividend yield, P/E 5.4, Aurora-class fleet, 20-year charters. Is this RoRo leader a hidden gem or a value...
Read → AnalysisIIPR Stock: 12% Dividend Covered? Cannabis REIT
Innovative Industrial Properties (IIPR): 12.3% yield but payout exceeds 100% AFFO. PharmaCann default, balance sheet, 3 scenarios. Marco owns IIPR.
Read → AnalysisShipping, Mining & Dividend Blog 2026 — MB Capital
Independent research and blog articles on hard-asset dividend investing: shipping, mining, energy, pipelines, REITs.
Read → AnalysisITMG Stock 2026: 10%+ Dividend Yield — Indonesian Coal
Indo Tambangraya Megah (ITMG) 2026: 10%+ dividend yield, strong FCF, low P/E. Indonesian thermal coal exporter — buy or avoid? Marco's honest verdict.
Read → AnalysisKazatomprom (KAP) 2026: 40% World Uranium Supply — Analysis
Kazatomprom (KAP) 2026: world's largest uranium producer at 40% market share. Production cuts meet rising spot prices — dividend safety, valuation and
Read → AnalysisKinder Morgan (KMI) 2026: 4% Dividend — Reliable or Risky?
Kinder Morgan KMI 2026: largest US natural gas pipeline, 4% dividend yield, $19B debt. Is the payout safe? FCF, coverage & ratio analysis.
Read → AnalysisKumba Iron Ore Stock Analysis 2026: 12.8% Dividend Yield — Too Good to Be True?
Kumba Iron Ore (KIO.JO) stock analysis 2026: 12.8% dividend yield, EV/EBITDA just 2× — cheapest miner on the JSE. I tested three scenarios so you don'
Read → AnalysisLeverage in Commodity Stocks 2026: When Cashflow Covers It
Should you use leverage in shipping, energy or mining stocks in 2026? When cashflow covers margin costs vs. when it destroys capital — explained.
Read → AnalysisCPI Feb 2026 + Devon & Coterra: Hard Asset Impact
February 2026: CPI inflation data, Devon Energy Q4 & Coterra earnings — impact on hard-asset dividend stocks. Analysis by Marco Bozem.
Read → AnalysisWeek 05 2026: OPEC Cuts & Portfolio Dividend Update
Weekly market report KW05 2026: OPEC production cuts, European bank stress tests and dividend cashflow from tanker and mining holdings. Hard asset...
Read → AnalysisKW07 2026 Recap: Devon/Coterra Merger & CPI Data Impact
KW07 2026: Devon/Coterra merger $30B, CPI surprise, Hapag/ZIM merger talks. What it means for dividend stocks in shipping, energy & mining. Read now.
Read → AnalysisMarket Report Feb 2026: Copper $10k & Container Deal
Market report Feb 2026: Copper hits $10,000/t, container shipping mega-deal, gold correction — full hard-asset investor analysis by Marco Bozem.
Read → AnalysisMPW 2026: 7.4% Dividend After Cut — Buy or Avoid?
MPW Medical Properties Trust 2026: 7.4% dividend yield after 70% cut. Steward bankruptcy resolved, Q1 2026 earnings. Comeback REIT or yield-trap?...
Read → AnalysisBuilding Financial Freedom with Dividends: My Strategy 2026
How I'm building financial freedom with hard asset dividends — shipping, mining & energy. 3-phase cashflow strategy, real portfolio positions, YOC tra
Read → AnalysisNovo Nordisk (NVO) 2026: -54% Crash — Buy or Trap?
Novo Nordisk 2026: -54% from peak, P/E 11.5x — cheapest in a decade. Wegovy oral pill + GLP-1 dominance. Marco's honest buy or avoid verdict with...
Read → AnalysisOmega Healthcare (OHI): 0% Divi-Growth 6 Years
Omega Healthcare OHI 2026: 5.6% dividend frozen for 6 years — AFFO payout 83%, tenant coverage at decade high, Genesis bankruptcy risk. Full analysis.
Read → AnalysisOMV Stock (OMVKY): 6% Dividend, P/E 7, Chemicals Cushion
OMV (OMVKY): 6% dividend yield, P/E 7 — cheapest European integrated O&G. Borealis chemicals cushion, gas pivot. Is OMV a deep-value dividend buy...
Read → AnalysisONEOK (OKE) 2026: 5% Yield + Magellan Synergies — Buy?
ONEOK (OKE) 2026: 5% yield, Magellan NGL synergies worth $200M/yr, 1.35x distribution coverage. Is 5x leverage safe at today's valuation? Buy...
Read → AnalysisMy 2025 Portfolio Wrapped: High-Yield Picks + YOC Results
Parqet Wrapped 2025: best high-yield dividend stocks — shipping, mining and pipeline income. Real cashflow data, YOC performance and top picks for...
Read → AnalysisOil Dividend Stocks 2026: Petrobras 10% Yield — Buy Under $15?
Oil dividend stock analysis: Petrobras yields 10%+ at P/E 4.2, $58/bbl breakeven & $3B free cash flow. Is the pre-salt dividend safe? My buy zone unde
Read → AnalysisPetroTal (PTAL) 2026: 70% Below NAV, 20% FCF Yield
PetroTal (PTAL/TAL) 2026: 70% below NAV, 20-30% FCF yield, analyst target 65p vs 29p. Peru oil producer — risks and opportunity explained Full...
Read → AnalysisPortfolio Update April 2026: €358 Dividends — Shipping Focus
Portfolio Update April 2026: 78 dividend payouts in 30 days. Shipping, mining, energy, REITs focus.
Read → AnalysisPortfolio Update August 2025: EUR 153 Dividends — Shipping
Portfolio update August 2025: EUR 153 dividends received during the market flash sale. Shipping, mining and pipeline stocks — hard asset review.
Read → AnalysisPortfolio Update December 2025: €77k Hard-Asset Portfolio
December 2025 portfolio update: €76,965 hard-asset portfolio — tanker, mining and pipeline dividend stocks. Real YOC ≥8% holdings. No ETFs, no...
Read → AnalysisPortfolio Update February 2026: +8.96% & Dividend Income
Portfolio update February 2026: +8.96% YTD, dividend income from tankers, miners and pipelines. Real holdings, trades and cashflow reviewed.
Read → AnalysisPortfolio Update Jan 2026: €208 Dividends + Hard Assets
Portfolio update January 2026: €208 dividends received, 85K portfolio. Shipping, mining and hard asset positions. Real investor depot by Marco Bozem.
Read → AnalysisPortfolio Update July 2025: €383 Dividends & Strategy
Portfolio update July 2025: EUR 383 dividends from tankers, miners and energy stocks. Real holdings, buy/hold decisions and cashflow analysis.
Read → AnalysisShipping Portfolio Update July 2026: +76.5% Total Return
Shipping portfolio July 2026: €24,012 value, +76.5% total return, 13.9% YOC, €3,038 dividends. 25 positions — CMB.Tech, TORM,...
Read → AnalysisPortfolio Update June 2026: €1,142 Dividends,
June 2026: €1,142.75 gross dividends (€801.84 net) despite −5.6% monthly loss. CMB.Tech leads, shipping fleet pays out. 5 new buys...
Read → AnalysisPortfolio Update March 2026: €95,738 — Dividends & Buys
Portfolio update March 2026: €95,738, hard-asset dividends, Q1 buys. Real numbers from a European dividend investor. Shipping, mining, energy. No...
Read → AnalysisPortfolio Update November 2025: EUR 74,600 & High-Yield
Portfolio update November 2025: €74,600 in Hard Asset dividends — Shipping, Mining & Energy positions reviewed. Real numbers, real income, no fluff.
Read → AnalysisPortfolio Update Oct 2025: €160 Dividends — Tankers
October 2025 portfolio update: €160 dividends from shipping tanker stocks, mining and pipeline positions. Real hard-asset portfolio — yield on...
Read → AnalysisPortfolio Update September 2025: EUR 650 Hard Asset Income
Portfolio update September 2025: EUR 650 dividends from shipping, mining and energy. Real hard asset portfolio review — YOC and total return.
Read → AnalysisPrice-Drop Lever: Raise Your Yield on Cost
Why a falling share price can raise your yield on cost — formula, worked example, Dorian LPG as a real case and the value-trap warning.
Read → AnalysisRealty Income (O): Monthly REIT — 6% Yield & 670 Pays
Realty Income (O): 670+ consecutive monthly dividends, A-rated REIT, 6% yield, Q1 AFFO growth, Apollo JV. Is the monthly payout still safe?
Read → AnalysisRealty Income (O): $6B Data Center JV — Worth It?
Realty Income is investing up to $1.4B in hyperscale data centers. Facts on the Cloud Capital JV plus my take as an O shareholder.
Read → AnalysisRiley Exploration (REPX): P/E 4.6x + 5.7% Dividend — Buy?
Riley Exploration REPX 2026: KGV 4.6x, 43% NAV discount, 4.5% dividend + buyback + 20% Permian production growth. Buy or wait?
Read → AnalysisREPX Stock 2026: P/E 4.7x + 43% NAV Discount — Permian Oil
Riley Exploration Permian (REPX) 2026: P/E 4.7x, 43% NAV discount, 4.5% dividend + buyback. Deep value small-cap Permian oil — Marco's honest buy...
Read → AnalysisRio Tinto (RIO) 2026: 6% Yield, Copper Pivot Explained
Rio Tinto (RIO) 2026: 6% dividend yield explained, copper pivot driving growth, iron ore cashflow funding it. Marco's honest verdict, real portfolio.
Read → AnalysisSell in May and Go Away: Myth or Signal? Data Says…
Sell in May 2026: Myth or signal for hard asset stocks? Historical data for shipping, mining & energy. Does seasonality matter for dividends?
Read → AnalysisSouth32 (S32) 2026: Copper, Manganese & 4% Dividend — Buy?
South32 S32 2026: diversified miner with Hermosa copper + manganese project, 3–5% dividend yield. FCF analysis, AISC breakdown & honest buy/avoid...
Read → AnalysisSTAG Industrial Stock 2026: Record Rents — Still Not Buying
STAG Industrial Q1 2026: +20.9% cash rent spread — record since IPO. Yield ~4.07% at $38.06. Why YOC stays below the 8% threshold and what the...
Read → Analysis10 Dividend Stocks Yielding 10%+ in 2026: Real Picks
10 high yield dividend stocks 2025: 8–12% yields from shipping, energy & mining. Real portfolio positions — YOC analysis & FCF check.
Read → AnalysisTop 10 High-Yield Dividend Stocks 2026, Ranked
10 high-yield dividend stocks for 2026 across shipping (TORM, CMB.Tech), energy, REITs and BDCs. FCF check & payout sustainability.
Read → AnalysisThungela Stock (TGA): Coal Cycle Recovery
Thungela stock (TGA) posted a R7.1bn loss in 2025 — but API4 coal is back at $112/t and cash flow turned positive. Full 2026 analysis.
Read → AnalysisThungela Resources (TGA): 15% Dividend Yield — Buy or Trap?
Thungela Resources TGA 2026: 15%+ dividend yield, coal cash cow, ESG risk. FCF analysis & Marco's honest buy verdict for hard asset investors.
Read → AnalysisTotal Gabon: 8.5% Yield — Cash Equals Market Cap (2026)
Total Gabon 2026: 10%+ dividend yield, Gabon oil assets post-coup. High risk/reward — FCF analysis, political risk & Marco's buy/hold verdict.
Read → AnalysisTotalEnergies Dividend 2026: Ex-Date June 30 + LNG Growth
TotalEnergies SE (TTE) analysis 2026: 4% dividend, 9% growth, LNG +50% to 2030 & Masdar deal. Best European major? Full deep-dive with buy verdict.
Read → Analysis26 Upstream Oil Stocks 2026: The Top-5 Picks, Ranked
26 upstream oil stocks ranked for 2026 on breakeven, FCF cover and payout durability, with the top-5 BUY picks. Permian vs North Sea vs Norway vs...
Read → AnalysisUranium Supercycle 2026: Supply Cuts Meet Renaissance
Kazatomprom cuts 10% output to 29,697t while 70 reactors are under construction. WNA sees 150,000t demand by 2040. Structural deficit ~31M lbs in...
Read → AnalysisVale (VALE) 2026: 6% Dividend — Iron Ore & Copper Deep Dive
Vale VALE 2026: 6% dividend yield, $5bn buyback, iron ore + copper growth. Is Brazil's mining giant undervalued? China risk assessed. Marco's full...
Read → AnalysisValterra Platinum 2026: 8%+ PGM Dividend — Buy the Cycle?
Valterra Platinum 2026: PGM exposure, palladium vs rhodium pricing. 5% dividend + cashflow. Marco's analysis of the PGM cycle position.
Read → AnalysisVar Energi VAR.OL 2026 — Free Cash Flow Covers Dividend 3×: Verdict
Verdict: Var Energi's Barents Sea production generates €1.8bn FCF vs €580m dividend payout — coverage ratio 3.1× at current price. Full upstream analy
Read → AnalysisIran War Begins: Oil $108, VLCC Rates Record | KW09 2026
KW09 2026: Iran-Israel war starts, oil spikes to $108/bbl, VLCC tanker rates hit record highs. Full shipping + depot impact analysis by Marco Bozem.
Read → AnalysisKW10 2026: Iran Conflict, Brent $80+ — Tanker Dividends
Week 10 2026: Iran conflict pushes Brent above $80, tanker stocks (TORM, FRO) at 52-week highs, dividend yields surge. Hard-asset investor weekly...
Read → AnalysisWeekly Recap KW11 2026: Oil $100+, Gold $5,000+ Analysis
Weekly recap KW11 2026: Oil breaks $100/barrel, gold breaks $5,000/oz. Commodity supercycle accelerating — analysis for hard-asset and dividend...
Read → AnalysisIran Escalates, Brent $108, Tanker Rates Surge | KW12 2026
KW12 2026: Iran escalation pushes Brent to $108, Fear & Greed at 15 (extreme fear), VLCC tanker rates surge. Hard asset shipping depot weekly recap.
Read → AnalysisWeekly Recap KW13 2026: Brent $112, Hormuz Closed & Tankers
Weekly recap KW13 2026: Brent at $112 4-year high, Hormuz partially blocked, tariffs overturned. What it means for tanker, energy & dividend...
Read → AnalysisVLCC Tanker All-Time High + Gold $3450 + Oil $109 | KW14
KW14 2026: VLCC tanker rates at all-time high, Gold ATH $3,450/oz, Brent $109/bbl. Shipping, mining and hard asset depot update by Marco Bozem.
Read → AnalysisWeekly Recap KW15/2026: VLCC $400k/Day, CPI 3.3%
Weekly recap KW15 2026: Iran ceasefire collapse, CPI 3.3% YoY (gasoline +21%), VLCC rates $400k/day. What it means for shipping & energy...
Read → AnalysisHormuz Reopens Then Closes: Oil -10%, S&P 7000 | Week 16
KW16 2026: Hormuz reopens then closes — Oil -10%, S&P hits 7000. What it means for tanker dividends & hard asset portfolios.
Read → AnalysisPowell's Last FOMC + Nvidia $5T + S&P ATH 7165 | KW17 2026
KW17 2026: Powell last FOMC, Nvidia hits $5T market cap, Intel +24%, S&P ATH 7,165, Brent +9.7% to $105. Hard asset depot weekly recap.
Read → AnalysisOil $110+, Iran Risk, Fed Firm | Weekly Recap KW18 2026
Weekly recap KW18 2026: Iran escalation pushes Brent above $110, Hormuz traffic -95% YoY, Fed: no cuts. FLEX LNG, TORM & BW LPG top-performing...
Read → Analysis€164 Special Dividend: INSW + Dorian LPG | Weekly Recap KW19
Weekly Recap KW19: INSW $4.55 + Dorian LPG $1.00 special dividends, Realty Income 113th dividend hike, Arbor Realty cuts. Market wrap by Marco Bozem.
Read → AnalysisWeekly Recap KW21 2026: Hapag-ZIM + INSW $4.55 Dividend
KW21 2026 recap: Hapag-Lloyd buys ZIM for $4.2bn, INSW $4.55 special dividend, Dorian LPG earnings — shipping market weekly analysis.
Read → AnalysisKW22 2026: TORM + CMB.Tech Dividends — Shipping Surge
Week 22 2026: BW LPG $940M Panamax order + Hoegh Q1 $103M profit + Hormuz ceasefire. Hard asset dividend recap with numbers & market context.
Read → AnalysisShipping KW23: CMB.Tech $0.64 + OPEC+ Hike + TORM Dividend
KW23 2026: CMB.Tech ex-div June 10 ($0.64), OPEC+ +411k bbl/day hike, TORM $0.70 dividend June 11, FLEX LNG 9.2% yield. Shipping & hard-asset...
Read → AnalysisWeekly Recap KW25 2026: Hormuz Reopens, Tanker Rates Hold
KW25 Recap: Hormuz thesis, shipping dividends + why I'm holding tankers long-term.
Read → AnalysisWeekly Recap KW32: Jobs Shock Fuels Metals +14%, Oil Falls
KW32 2026: A weak US jobs report flipped the week. Metals & mining +14.4%, oil fell despite the Strait of Hormuz still closed. New dividends, KW33...
Read → AnalysisWhitehaven Coal 2026: 8% Yield + Met Coal Exposure
Whitehaven Coal WHC 2026: metallurgical coal Australia, 8% dividend, Daunia & Blackwater expansion. FCF check & buy verdict for 2026.
Read → AnalysisWithholding Tax Canada 15% + Australia 30%: Reclaim Steps
Withholding tax Canada 15% & Australia 30% on dividends: treaty rates, W-8BEN, Franking Credits reclaim — step-by-step guide for income investors...
Read → AnalysisYancoal Australia 2026: 10% Yield — Coal Cash Cow?
Yancoal Australia YAL 2026: 10%+ dividend yield, Chinese-owned coal producer, Hunter Valley assets. Is the payout sustainable? FCF analysis.
Read →