I wanted to ramble on some of my thoughts on three situations that I’m paying the most attention to right now, and why I have been adding to Sable Offshore SOC 0.00%↑ and Navios Maritime Partners NMM 0.00%↑. I also talk about Calumet CLMT 0.00%↑ and what I’m watching there between now and mid-October. I’ll be writing part 2 today, which will focus on the rest the portfolio, different commodities, and sectors I have focused on over the last year and change. I’ll also write a bit about my thoughts on recent trades, and it should be out tomorrow morning.
Portfolio Weights
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