What you'll find here: Weekly recaps (Friday) covering OPEC production decisions, EIA crude draw data, tanker TCE rates and mining equity moves from Marco Bozem's live hard-asset portfolio. Monthly portfolio P&L updates show real Parqet numbers — no simulated results. The Finanzfeuer Talk series dives into macro cross-currents (Fed/ECB decisions, commodity cycles) as they affect Shipping, Mining, Energy, and REIT positions. Deep single-stock analyses live in the sector hubs: Shipping, Mining, Energy.
This hub collects every time-sensitive and personal post from the blog: the weekly market recaps that track shipping, mining and energy headlines as they break; the monthly portfolio updates documenting the live Parqet depot; market-news flashes on specific catalysts; and the Finanzfeuer Talk series. For deep single-stock analysis, see the sector hubs (Shipping, Mining, Energy, Dividends).
📰 All Market Updates
Weekly recaps, portfolio updates, market news and talks — newest first.
Weekly Recap KW23 2026
Shipping, mining and energy headlines from calendar week 23.
Read → WEEKLY RECAPWeekly Recap KW22 2026
Hard-asset market moves and portfolio notes for KW22.
Read → WEEKLY RECAPWeekly Recap KW21 2026
The week in shipping, mining and energy dividends.
Read → WEEKLY RECAPWeekly Recap KW19 2026
Market headlines and portfolio commentary for KW19.
Read → WEEKLY RECAPWeekly Recap KW18 2026
The week in hard-asset markets and the live portfolio.
Read → WEEKLY RECAPPowell's Last FOMC + Nvidia $5T + S&P ATH | KW17
Nvidia hits $5T market cap, Intel +24%, S&P ATH 7,165, Brent +9.7% to $105. Hard asset depot update.
Read → WEEKLY RECAPHormuz Reopens & Closes Again, Oil -10% | KW16
Iran briefly reopens Hormuz, Brent crashes 10% to $88, then rebounds. Full tanker stock impact.
Read → WEEKLY RECAPWeekly Recap KW15 2026
Headlines and dividend moves for KW15.
Read → WEEKLY RECAPVLCC Tanker All-Time High + Gold $3450 + Oil $109 | KW14
VLCC rates at all-time high, Gold ATH $3,450, Brent $109. Shipping + mining hard asset depot update.
Read → WEEKLY RECAPWeekly Recap KW13 2026
Hard-asset market commentary for calendar week 13.
Read → WEEKLY RECAPIran Escalates, Brent $108, Tanker Rates Surge | KW12
Iran escalation, Brent $108, extreme fear (Fear & Greed 15), VLCC tanker rates surge. Portfolio impact.
Read → WEEKLY RECAPWeekly Recap KW11 2026
Shipping, mining and energy news for KW11.
Read → WEEKLY RECAPWeekly Recap KW10 2026
The week in hard-asset dividends and markets.
Read → WEEKLY RECAPIran War Begins: Oil $108, VLCC Rates Record | KW09
Iran-Israel war starts, oil spikes to $108, VLCC tanker rates hit record highs. Full shipping + depot impact.
Read → PORTFOLIOPortfolio Update — April 2026
Live Parqet depot moves, buys, sells and dividends.
Read → PORTFOLIOPortfolio Update — March 2026
Monthly review of the hard-asset dividend portfolio.
Read → PORTFOLIOPortfolio Update — February 2026
Positions, dividends and changes for February.
Read → PORTFOLIOPortfolio Update — January 2026
Start-of-year portfolio review and allocation.
Read → PORTFOLIOPortfolio Update — December 2025
Year-end review of the live dividend portfolio.
Read → PORTFOLIOPortfolio Update — November 2025
Monthly portfolio moves and dividend income.
Read → PORTFOLIOPortfolio Update — October 2025
Positions and dividends for October 2025.
Read → PORTFOLIOPortfolio Update — September 2025
Monthly review of the hard-asset portfolio.
Read → PORTFOLIOPortfolio Update — August 2025
Buys, sells and dividends for August 2025.
Read → PORTFOLIOPortfolio Update — July 2025
Monthly portfolio review and allocation notes.
Read → MARKET NEWSCPI, Devon & Coterra — February 2026
Macro print and Permian earnings reaction.
Read → MARKET NEWSContainer Shipping & Copper — February 2026
Freight rates and copper catalysts in focus.
Read → MARKET REPORTMarket Report KW08 2026
Detailed market report for calendar week 8.
Read → MARKET REPORTMarket Report KW07 2026
Hard-asset market report for KW07.
Read → MARKET REPORTMarket Report KW05 2026
Market report and sector commentary for KW05.
Read → TALKFinanzfeuer Talk — April 2026
Monthly talk on markets, dividends and hard assets.
Read → TALKFinanzfeuer Talk — March 2026
Discussion of the latest hard-asset themes.
Read → TALKFinanzfeuer Talk #4 — Hard Assets vs Tech
Why hard assets can outperform tech through the cycle.
Read → TALKFinanzfeuer Talk #3 — January 2026
Start-of-year market and portfolio discussion.
Read → TALKFinanzfeuer Talk #2 — Dividends vs Growth
The dividend-versus-growth debate for income investors.
Read → WATCHLIST36 Stocks Watchlist 2026
The full hard-asset dividend watchlist for 2026.
Read → PERSONALCrypto Portfolio 2025
A look at the small crypto satellite allocation.
Read → PERSONALParqet Wrapped 2025
Year-in-review of the live Parqet portfolio.
Read → PERSONALMy Path to Financial Freedom
The personal story behind the hard-asset dividend strategy.
Read → ANALYSISBayer Stock 2026
Q1 EPS +19% and 3 catalysts — the buy thesis for a turnaround play.
Read Analysis → MARKET INSIGHTSell in May: Myth or Signal?
Data-driven look at whether the seasonal pattern holds for hard-asset dividend investors.
Read →Disclaimer: All content serves exclusively informational and educational purposes and does not constitute investment advice.
Marco Bozem
Investor & Analyst | Hard Assets, Dividends, Shipping | MB Capital Strategies
Marco analyses commodity and dividend stocks with a focus on shipping, mining and energy. All updates reflect positions held in his real portfolio. All analyses are based on publicly available financial reports and his personal assessment. Not investment advice.