Chiswick, London
March 1, 2023
Two of the companies we cover – Global Ship Lease and Ecopetrol – reported earnings in the last 24 hours. Petrobras will report this evening. There’s good news.
Details b…
The Path Ahead
We’re in preservation mode, which means we’re more focused on keeping our capital than we are on growing it. I’ll be very happy to get through this deflation with our purchasing power intact.
