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Ex-public listed shipping CFO (SGX); ex-credit, commercial, project, investment, development (ADB) and private banker. Ex-distressed credit hedge fund MD.

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@christankerfund I am in Portugal...🫡

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@christankerfund These folks' spot book will look very nice in 4Q.

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@JeremyTate41 Fantastic! My son did a summer program at TAC, CA as a Junior, I think it was (10 years ago, perhaps). Wonderful. Then he went to BC and he's now an MD/PHD at U Chicago/Pritzker. Cheers!

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@finphysnerd Best Mart 360 Holdings (360: HK) in Hong Kong. Great dividend, solid little business. Cheap, pays 11.9% dividend. 190 stores in HK and Macau. Logistics out of PRC. Controlling shareholder is PRC's China Merchants Group. Should recover. You get paid to wait.

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@MakaiMarine Wishing a quick recovery.

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@tanpukunokami Do not worry about it, amigo! 🤓

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@christankerfund NO!!!

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@plmlindstroem Amazing levels!

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@MattPrinciple @ekwufinance Just the PURPA machines of old, BOT, BOOT and other models. Much nukes are actually built and owned by investor owned utilities. As long as they their investments rate based by local regulators, like any wind or solar, they'll build them. Rate payers will ultimately pay for this.

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@plmlindstroem Amazing rates; flat is good.

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@RockBtmEntries What's a good proxy to go long?

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@christankerfund This must be a sign....

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@Twaharashid Is it significant? Would need to know what % they own of total fleet to make sense of this factoid. But, yes. Greek owners are pretty astute. Thanks.

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@mattvanswol Let us make her a millionaire - is there a legit one of those crowd funding account? Thank you, lady, very much. Cheers! 🤓

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@TweetLeni Why?

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@aj_geo_analysis I started following you recently. Great insights and info-analysis. You were well educated; great books. Thank you.

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@WXWatcher07 It is spectacular up here, in Ponte de Lima. Sunny, mild and fantastic sunsets! Cheers!

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@BrettErickson28 Perhaps why VLCC charter rates are so high, and climbing?

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@OilHeadlineNews Maybe why $VG is down >5%?

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@EliteFinPT Luckily I am +22% YTD, having reached high water mark at +26% only a few weeks ago. And we are carrying a lot of cash, some 25% - thus, not fully invested. No tech, no crypto, no margin, no options. Cash and long. Doing it from Ponte do Lima and having a great time! Cheers!