HeyJaredTheOldEconomy Substack
Your map to excess returns in obscure markets. Interested in Brazil and beyond? Get your guide "How to invest in Brazil in 2026".
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 12, 2026
Latest issues
Acquiring an FCF-generating Dry Bulk Fleet for 0.21 Cents on a Dollar (opens the original)
Read excerpt
Shipping is the hottest industry year to date. The shipping ETF, SonicShares Global Shipping ETF (NYSE Arca: BOAT), is crushing it. Just look at its performance below:<img alt="" class="sizing-normal" height="752" src="https://substackcdn.com/image/fetch/$s_!_hU_!,w
Long Cuban Nickel and Cobalt (opens the original)
Read excerpt
It’s time to be audacious and shop for cheap Cuban assets. Of course, the name in question is well known to TheOldEconomy readers: Sherritt International (TSX: S).After the bidding suspense in August, price action volatility has dropped. Meanwhile, the Gillon Capital deal’s deadline is approaching in two weeks. To put it bluntly, the timing is good enough to hop on the train before Sherritt moves decisively in one direction, either liquidation or recapitalization. Read more
Great Opportunity or Pulp-Fiction: Mercer International Notes and How to Capture >20% IRR (opens the original)
Read excerpt
There are boring businesses and pulp-and-timber businesses. In our AI-defined epoch when the world expresses itself through zeroes and ones, considering “Forest Products & Paper” as an investable universe sounds like a degenerate way to lose money.And actually it is. The industry has been in hibernation for ages, and the legacy names Suzano (NYSE: SUZ), International Paper (NYSE: IP), and Mercer International (NASDAQ: MERC) have been either dead-money trades or systematic losers. Their 5Y perfor
Week 38 39 (opens the original)
Read excerpt
Read more
You Never Own Enough Vessels…And Enough Tungsten (opens the original)
Read excerpt
We live in the golden age of event-driven macro. Two of the most potent fields to explore event-driven macro bets are shipping and mining.You never own enough vessels…and enough tungsten. This is how I summarize the current geoeconomic dynamics.Shipping Market Brief The tanker (dirty and clean) market is currently on steroids. Just look at the Breakwave Tanker Shipping ETF (NYSE Arca: BWET) chart:<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetc
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.