Blog Archive: every MB Capital Strategies analysis

2026 163 posts

2026-09-04Tanker Dividend Safety 2026 — Which Shipping Stocks Actually Cover Their Payout?
2026-09-01Hard Asset Dividends vs Treasuries — September 2026 Spread
2026-08-16Weekly Recap KW33 2026: Oil +6%, Record Tanker Dividend
2026-08-08Weekly Recap KW32: Jobs Shock Fuels Metals +14%, Oil Falls
2026-08-04Link REIT 2026: 32% Below Book Value — Dividend at Risk?
2026-08-01Price-Drop Lever: Raise Your Yield on Cost
2026-07-23Kumba Iron Ore Analysis 2026: 12.8% Dividend — Gift or Trap?
2026-07-23Chokepoint Economics: Hormuz & Bab al-Mandeb 2026
2026-07-21Tanker Cycle 2026: Record Rates & Late-Cycle Warning
2026-07-19Oil & Gas Earnings Week: 5 Reports in 4 Days, Brent
2026-07-18Copper 2035: 30% Supply Gap & Supercycle
2026-07-17Hormuz Escalation Hits Oil & Gas Earnings Week
2026-07-16Aker BP (AKRBF) Q2 2026: Earnings Beat, Dividend Confirmed
2026-07-13Shipping Portfolio Update July 2026: +76.5% Total Return
2026-07-12Weekly Recap KW28: Brent +5.6%, BDI +8.3% — Shipping
2026-07-11Car-Carrier vs Tanker Stocks 2026: NAV Premium vs Discount
2026-07-09Portfolio Update June 2026: €1,142 Dividends,
2026-07-09Duration Risk Explained: Why Rates Crushed Biotech -63%
2026-07-02Equinor Expands: $1 Billion Transocean Rig Deal
2026-07-01STAG Industrial Stock 2026: Record Rents — Still Not Buying
2026-07-01Realty Income (O): $6B Data Center JV — Worth It?
2026-07-01Pfizer (PFE) Dividend Analysis 2026: Is 7% Yield a Value Trap?
2026-07-01Omega Healthcare (OHI): 0% Divi-Growth 6 Years
2026-07-01IIPR Stock: 12% Dividend Covered? Cannabis REIT
2026-07-01Hard Assets Weekly KW35: Oil Holds, Shipping Rates Dip — What the Numbers Say
2026-07-01Gladstone Land 2026: 6.6% Yield, Stock -29%
2026-07-01Farmland Partners (FPI): 20% NAV Discount — Buy?
2026-07-01Ellington Financial (EFC): 11.5% Dividend — My Honest Take
2026-07-01CVS Health: 190% Payout Ratio — Is the Dividend Safe?
2026-07-01Baxter Stock 2026: 94% Dividend Cut — Turnaround?
2026-07-01Arbor Realty (ABR): 13% Yield — The Hard Truth
2026-07-01AGNC Investment 2026: 13% Yield — What It Really Costs
2026-07-01AGNC Investment 2026: 13% Yield — What It Really Costs
2026-06-29Thungela Stock (TGA): Coal Cycle Recovery
2026-06-28Weekly Recap KW26 2026: Hormuz Reopens, Tanker Stocks −8%
2026-06-27TCE Shipping Explained: How Tankers Pay Dividends
2026-06-27Mining Capital Allocation: BHP Writedown
2026-06-26Ex-Dividend June 30: O, TRP, TTE — Last Buy Day
2026-06-21Uranium Supercycle 2026: Supply Cuts Meet Renaissance
2026-06-20BHP Jansen Writedown: $2.3B Signal for Copper Investors
2026-06-19Weekly Recap KW25 2026: Hormuz Reopens, Tanker Rates Hold
2026-06-19Shipping Stocks: 4 Cycle Signals Beyond Spot Rates (2026)
2026-06-19Hormuz Reopens: Why CMBT & TORM Dividends Stay High in 2026
2026-06-19Hormuz Reopening: Should You Sell Tanker Stocks Now? (2026)
2026-06-17FOMC June 2026: Hawkish Shock — Shipping Wins, REITs Lose
2026-06-16Shipping Cycle 2026: Hormuz + Structural Scarcity
2026-06-15Tanker Rates 2026: Hormuz Disruption, VLCC Records & Which Stocks Win
2026-06-14FOMC June 2026: Fed Holds — Who Wins? REITs & Ships
2026-06-13FOMC June 2026: Fed Holds — Hard Asset Dividends Win?
2026-06-11ECB Hikes to 2.25%: Hard Assets & Shipping Winners June 2026
2026-06-10Tanker Dividends 2026: TORM, BW LPG, Frontline Payouts
2026-06-07Shipping KW23: CMB.Tech $0.64 + OPEC+ Hike + TORM Dividend
2026-06-07Ex-Date Mechanics: Why Shipping Stocks Drop on Dividend Day
2026-06-06OPEC+ Hike June 2026: Tankers Still Pay 10%+
2026-06-06Natural Gas MLPs 2026: 6-9% Pipeline Dividend Stocks
2026-06-05TORM (TRMD) Dividend 2026: Safe at $34K/Day TCE?
2026-06-05Shipping Double Payday June 11: TORM $0.70 + FLEX LNG $0.75
2026-06-04CMB.Tech (CMBT) 2026: 21% Yield Safe? OPEC+ Impact Analysis
2026-06-03FLEX LNG Q1 2026: 9% Yield — Buy Before the Next Dividend?
2026-06-02Sell in May and Go Away: Myth or Signal? Data Says…
2026-06-02BW LPG Q1 2026: $0.67 Dividend — Q2 Booked at $81K/day?
2026-06-01BW LPG Q1 2026: The Number Behind the Dividend Decision
2026-05-31KW22 2026: TORM + CMB.Tech Dividends — Shipping Surge
2026-05-29Hafnia (HAFNI) 2026: 8% Dividend — Better Than TORM?
2026-05-29AngloGold Stock 2026: $1.16 Dividend, $2bn Buyback — Hold?
2026-05-24Weekly Recap KW21 2026: Hapag-ZIM + INSW $4.55 Dividend
2026-05-22Realty Income (O): Monthly REIT — 6% Yield & 670 Pays
2026-05-22Bayer Stock 2026: 3 Catalysts, +40% Gain — My Buy Thesis
2026-05-12Baltic Dry Index 2026: BDI Chart & Dry Bulk Dividends
2026-05-09€164 Special Dividend: INSW + Dorian LPG | Weekly Recap KW19
2026-05-09INSW $4.55 Special Dividend 2026: What It Means
2026-05-07Portfolio Update April 2026: €358 Dividends — Shipping Focus
2026-05-05Fredriksen vs Saverys: Which Shipping Bet Wins in 2026?
2026-05-04Shipping M&A 2026: Hapag-ZIM, Hafnia-TORM — Dividend Impact
2026-05-02Oil $110+, Iran Risk, Fed Firm | Weekly Recap KW18 2026
2026-05-01Panoro Energy (PEN) Analysis 2026: 18% FCF Yield
2026-04-30MPW 2026: 7.4% Yield After 70% Cut — Recovery or Trap?
2026-04-30MPW 2026: 7.4% Dividend After Cut — Buy or Avoid?
2026-04-29Novo Nordisk (NVO) 2026: -54% Crash — Buy or Trap?
2026-04-2926 Upstream Oil Stocks 2026: The Top-5 Picks, Ranked
2026-04-28Powell's Last FOMC + Nvidia $5T + S&P ATH 7165 | KW17 2026
2026-04-22Horizon Oil Stock 2026: 12% Dividend + 290M Barrels Reserve
2026-04-21Hormuz Reopens Then Closes: Oil -10%, S&P 7000 | Week 16
2026-04-16Top 10 High-Yield Dividend Stocks 2026, Ranked
2026-04-15REITs Pay 90% by Law, MLPs Pay All: Forced Dividend Stocks
2026-04-15Devon Energy DVN: 8% Div, $40 Breakeven — Buy?
2026-04-14Weekly Recap KW15/2026: VLCC $400k/Day, CPI 3.3%
2026-04-13Serica Energy 2026: 8% Yield — UK North Sea Value
2026-04-13Portfolio Update March 2026: €95,738 — Dividends & Buys
2026-04-12Riley Exploration (REPX): P/E 4.6x + 5.7% Dividend — Buy?
2026-04-11TotalEnergies Dividend 2026: Ex-Date June 30 + LNG Growth
2026-04-11Hard Assets Outperform 2026: Finanzfeuer Talk April
2026-04-10Commodity Cycle 2026: When to Buy Oil, Gas & Mining Stocks
2026-04-09InPlay Oil 2026: 8% Monthly Dividend — Canadian Oil Play?
2026-04-09HAUTO Stock 2026: 15% Yield, Aurora Fleet — Buy or Trap?
2026-04-09DNO ASA 2026: 8%+ Dividend Kurdistan — Buy or Avoid?
2026-04-06VLCC Tanker All-Time High + Gold $3450 + Oil $109 | KW14
2026-04-0536 Hard Asset Dividend Stocks 2026 — 5–15% Yield Watchlist
2026-04-01Suedzucker 2026: Oil-Ethanol Play at 0.8x Book — Buy?
2026-04-01REPX Stock 2026: P/E 4.7x + 43% NAV Discount — Permian Oil
2026-03-30Weekly Recap KW13 2026: Brent $112, Hormuz Closed & Tankers
2026-03-30Oil +30%, Gold $3,000+: Hormuz Crisis Impact — March 2026
2026-03-28Total Gabon: 8.5% Yield — Cash Equals Market Cap (2026)
2026-03-28Best Mining Dividend Stocks 2026: Copper, Gold & Iron Ore
2026-03-24ConocoPhillips (COP) 2026: Best Upstream Oil Stock?
2026-03-23Iran Escalates, Brent $108, Tanker Rates Surge | KW12 2026
2026-03-22Energean (ENOG) 2026: 10% Yield — Israel Risk Priced In?
2026-03-20Chevron CVX 2026: 39-Year Dividend Growth & $40 Breakeven
2026-03-19PetroTal (PTAL) 2026: 70% Below NAV, 20% FCF Yield
2026-03-17Var Energi (VAR) 2026: 12% Dividend — North Sea Buy or Pass?
2026-03-16Weekly Recap KW11 2026: Oil $100+, Gold $5,000+ Analysis
2026-03-15Kazatomprom (KAP) 2026: 40% World Uranium Supply — Analysis
2026-03-15Jiangxi Copper 2026: Electrification Play (358 HK)
2026-03-15ITMG Stock 2026: 10%+ Dividend Yield — Indonesian Coal
2026-03-15Glencore 2026: 5% Yield + $22B Copper — Coal Cash Risks?
2026-03-11Harbour Energy (HBR) Analysis 2026 — P/E 4.2 & 18% FCF Yield
2026-03-09KW10 2026: Iran Conflict, Brent $80+ — Tanker Dividends
2026-03-05Tanker Sanctions 2026: 700+ Shadow Fleet Ships, Winners
2026-03-05Frontline vs Scorpio Tankers 2026: TCE Rates, NAV Discount & Dividend Cover
2026-03-05Coterra vs Devon 2026: Which E&P Dividend Is Safer?
2026-03-05Barrick vs Newmont 2026: Better Gold Dividend Stock?
2026-03-03Ecopetrol (EC) 2026: 16%+ Dividend Yield — Risk vs. Value
2026-03-02Iran War Begins: Oil $108, VLCC Rates Record | KW09 2026
2026-02-28Portfolio Update February 2026: +8.96% & Dividend Income
2026-02-25Petrobras (PBR) Dividend Analysis 2026 — Is 10.4% Yield Safe?
2026-02-25Newmont 2026: 174% Rally, Record Cash Flow — Less Gold?
2026-02-23Market Report Feb 2026: Copper $10k & Container Deal
2026-02-23Market News Feb 2026: Container Rates & Copper Rally
2026-02-20South32 (S32) 2026: Copper, Manganese & 4% Dividend — Buy?
2026-02-20Leverage in Commodity Stocks 2026: When Cashflow Covers It
2026-02-17BW LPG-Avance Merger 2026: 48 VLGCs, Dividend Impact
2026-02-16KW07 2026 Recap: Devon/Coterra Merger & CPI Data Impact
2026-02-16CPI Feb 2026 + Devon & Coterra: Hard Asset Impact
2026-02-15VLGC Rates & Tanker Sanctions 2026: Who Benefits?
2026-02-15BHP vs Rio Tinto 2026: 5% vs 6% Yield — Which Is Safer?
2026-02-14Eni E 2026: 7% Yield, P/E 7, Africa LNG Growth — Buy?
2026-02-13Cardinal Energy CJ.TO: 8% Monthly Dividend – Safe?
2026-02-10NEM Stock 2026: 4% Dividend + Record FCF at $3,200 Gold
2026-02-05Repsol REPYY: 7% Yield, P/E 6, €1.5B Buyback — Deep Value
2026-02-02Week 05 2026: OPEC Cuts & Portfolio Dividend Update
2026-02-02Coterra Energy (CTRA): 4% Variable Dividend — Buy or Pass?
2026-02-02Aker BP: 10% Yield at $25 Breakeven — Cheap or Value Trap?
2026-02-02APA Corp (APA) 2026: 5x P/E, 12% FCF — Value or Trap?
2026-02-01Enbridge ENB 2026: 6.5% Yield — Pipeline Giant, Buy/Avoid?
2026-01-31Portfolio Update Jan 2026: €208 Dividends + Hard Assets
2026-01-30OMV Stock (OMVKY): 6% Dividend, P/E 7, Chemicals Cushion
2026-01-30Equinor EQNR 2026: 9% Yield + $8B Buyback — Buy Now?
2026-01-28Hard Assets vs Tech Stocks 2026: Mining 40% Margins vs AI
2026-01-27Woodside Energy (WDS) 2026: Is the 7% Dividend Safe?
2026-01-23Gerdau (GGB) 2026: 5% Dividend + P/E 6 — Brazilian Steel
2026-01-23Fresnillo FRES 2026: #1 Silver Miner — Buy or Avoid?
2026-01-23Exxaro (EXX) 2026: 8% Coal Dividend, Safe or Trap?
2026-01-23Central Asia Metals 2026: 7% Yield, Zero Debt — Buy?
2026-01-23Barrick Gold 2026: 5% Yield — Cheaper Than Newmont?
2026-01-23B2Gold (BTG) 2026: 5% Dividend — Gold Stock Worth Buying?
2026-01-23AngloGold AU 2026: $1,800/oz Margin — P/NAV vs Barrick
2026-01-22Valterra Platinum 2026: 8%+ PGM Dividend — Buy the Cycle?
2026-01-22SunCoke Energy (SXC) 2026: 8% Yield — Overlooked Steel Play?
2026-01-20Debitum Review 2026: 11% Returns — Honest After 12 Months
2026-01-15Withholding Tax Canada 15% + Australia 30%: Reclaim Steps
2026-01-15Venezuela Oil Reserves: 303 Billion Barrels, Under 1M bpd
2026-01-15Finanzfeuer Talk #3: Gold $5K, ATHs & Hard Assets 2026
2026-01-10ONEOK (OKE) 2026: 5% Yield + Magellan Synergies — Buy?

2025 34 posts

2025-12-31Portfolio Update December 2025: €77k Hard-Asset Portfolio
2025-12-31My 2025 Portfolio Wrapped: High-Yield Picks + YOC Results
2025-12-16Yancoal Australia 2026: 10% Yield — Coal Cash Cow?
2025-12-16Anglo American (AAL): Copper Pivot, 4% Yield — Buy?
2025-12-15Crypto Portfolio 2026: BTC, XRP, BNB Beside Dividend Stocks
2025-12-10TC Energy (TRP) 2026: 5.2% Dividend — Safe Pipeline Income?
2025-12-08Vale (VALE) 2026: 6% Dividend — Iron Ore & Copper Deep Dive
2025-12-08Rio Tinto (RIO) 2026: 6% Yield, Copper Pivot Explained
2025-12-08Fortescue 2026: Iron Ore Giant, 8% Dividend — Buy or Sell?
2025-12-08BHP 2026: Iron Ore + Copper at P/E 12 — Worth Buying?
2025-12-02Green Shipping 2026: EU Carbon Rules — Who Profits?
2025-11-30Portfolio Update November 2025: EUR 74,600 & High-Yield
2025-11-20Shipping 2026: HAUTO, ZIM, Wallenius — 3 Picks
2025-11-20Commodity Supercycle 2026: Oil, Copper, Uranium
2025-11-10BDC Stocks: Are 8-12% Dividends Safe? ARCC, MAIN 2026
2025-11-08Hafnia vs DHT vs Ardmore 2026: Best Tanker Dividend Stock?
2025-11-056 Shipping Dividend Stocks 2026: 8-15% Yield Portfolio
2025-11-01BDC Stocks: Blue Owl vs Crescent Capital — 10%+ Yield
2025-10-31Portfolio Update Oct 2025: €160 Dividends — Tankers
2025-10-15Newtek vs Hercules BDC: Which 10% Yield Is Safer in 2026?
2025-10-15Building Financial Freedom with Dividends: My Strategy 2026
2025-10-153 LNG Tanker Stocks 2026 Ranked: FLEX LNG vs Golar vs Höegh
2025-10-103 Shipping Stocks: 10%+ Dividend Yield — Tankers & LNG
2025-10-05Kinder Morgan (KMI) 2026: 4% Dividend — Reliable or Risky?
2025-10-01Whitehaven Coal 2026: 8% Yield + Met Coal Exposure
2025-10-0110 Dividend Stocks Yielding 10%+ in 2026: Real Picks
2025-09-30Portfolio Update September 2025: EUR 650 Hard Asset Income
2025-09-25Thungela Resources (TGA): 15% Dividend Yield — Buy or Trap?
2025-09-15Pembina Pipeline (PBA) 2026: 5.5% Dividend — Buy or Wait?
2025-09-01Dividend Stocks vs Growth Stocks: 25% YOC vs 100% Gains
2025-08-31Portfolio Update August 2025: EUR 153 Dividends — Shipping
2025-08-01Best Defensive Dividend Stocks 2026: 6-10% Yield + Safety
2025-07-01Portfolio Update July 2025: €383 Dividends & Strategy
2025-05-01Pipeline Stocks 2026: Enbridge, TC Energy, Pembina

← Back to the blog overview