Latest Posts
The newest analyses and recaps from the hard-asset dividend portfolio.
Duration Risk Explained: Why Rates Crushed Biotech -63%
The duration mechanic behind the XBI biotech crash, plus a 3-question sector check for REITs and shipping.
Read → WEEKLY RECAPWeekly Recap KW23 2026
The latest week in shipping, mining and energy dividends.
Read → WEEKLY RECAPWeekly Recap KW22 2026
Hard-asset market moves and portfolio notes.
Read → MACROFed Hawkish Shock: Hard Assets Aftermath
9 FOMC members want rate hikes — what it means for REITs, Pipelines & Shipping.
Read → SHIPPINGTORM Stock 2026: $0.70 Dividend + Q1 Analysis
Deep dive on TRMD dividend yield, FCF coverage and tanker cycle outlook.
Read → LNGFLEX LNG Q1 2026: $0.75 Dividend, 9% Yield
Q1 2026 results: $0.75 dividend, 9% yield. Long-term charters insulate FCF — analysis.
Read → SHIPPINGShipping Cycle 2026: Hormuz + Aging Fleet
Structural scarcity beyond the headlines — aging orderbook meets Hormuz disruption.
Read → SHIPPINGShipping Dividend Double Payday — June 2026
Two big shipping dividends landing in the same window.
Read → SHIPPINGCMB.Tech Ex-Dividend — June 2026
Ex-date mechanics for the portfolio’s largest shipping position.
Read → WEEKLY RECAPWeekly Recap KW21 2026
The week in hard-asset markets and the live portfolio.
Read → DIVIDENDSEx-Date Mechanics: Shipping Dividends
How ex-date, record date and payday actually work.
Read →Topics
Explore the full archive by sector — each hub collects every related article.
Shipping & Tanker
Tankers, LNG/LPG carriers, dry bulk and shipping dividends.
23 articles →Mining
Gold, copper, coal, uranium and diversified miners.
29 articles →Energy & Upstream
Oil & gas producers, pipelines and midstream income.
39 articles →Dividends & Income
High-yield, REITs, BDCs and dividend-safety analysis.
16 articles →Market Updates
Weekly recaps, portfolio updates, market news and talks.
38 articles →Disclaimer: All content serves exclusively informational and educational purposes and does not constitute investment advice.
