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 and Navios Maritime Partners $NMM . I also talk about Calumet $CLMT 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