Blog

Market Updates

Weekly market recaps, monthly portfolio updates, market news and the Finanzfeuer Talk series — the running commentary on the MB Capital Strategies hard-asset dividend portfolio.

This hub collects every time-sensitive and personal post from the blog: the weekly market recaps that track shipping, mining and energy headlines as they break; the monthly portfolio updates documenting the live Parqet depot; market-news flashes on specific catalysts; and the Finanzfeuer Talk series. For deep single-stock analysis, see the sector hubs (Shipping, Mining, Energy, Dividends).

📰 All Market Updates

Weekly recaps, portfolio updates, market news and talks — newest first.

WEEKLY RECAP

Weekly Recap KW23 2026

Shipping, mining and energy headlines from calendar week 23.

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WEEKLY RECAP

Weekly Recap KW22 2026

Hard-asset market moves and portfolio notes for KW22.

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WEEKLY RECAP

Weekly Recap KW21 2026

The week in shipping, mining and energy dividends.

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WEEKLY RECAP

Weekly Recap KW19 2026

Market headlines and portfolio commentary for KW19.

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WEEKLY RECAP

Weekly Recap KW18 2026

The week in hard-asset markets and the live portfolio.

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WEEKLY RECAP

Weekly Recap KW17 2026

Shipping, mining and energy news for calendar week 17.

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WEEKLY RECAP

Weekly Recap KW16 2026

Weekly market wrap across the hard-asset sectors.

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WEEKLY RECAP

Weekly Recap KW15 2026

Headlines and dividend moves for KW15.

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WEEKLY RECAP

Weekly Recap KW14 2026

The week in shipping, mining and energy.

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WEEKLY RECAP

Weekly Recap KW13 2026

Hard-asset market commentary for calendar week 13.

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WEEKLY RECAP

Weekly Recap KW12 2026

Market headlines and portfolio notes for KW12.

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WEEKLY RECAP

Weekly Recap KW11 2026

Shipping, mining and energy news for KW11.

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WEEKLY RECAP

Weekly Recap KW10 2026

The week in hard-asset dividends and markets.

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WEEKLY RECAP

Weekly Recap KW09 2026

Market wrap and portfolio commentary for KW09.

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PORTFOLIO

Portfolio Update — April 2026

Live Parqet depot moves, buys, sells and dividends.

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PORTFOLIO

Portfolio Update — March 2026

Monthly review of the hard-asset dividend portfolio.

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PORTFOLIO

Portfolio Update — February 2026

Positions, dividends and changes for February.

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PORTFOLIO

Portfolio Update — January 2026

Start-of-year portfolio review and allocation.

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PORTFOLIO

Portfolio Update — December 2025

Year-end review of the live dividend portfolio.

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PORTFOLIO

Portfolio Update — November 2025

Monthly portfolio moves and dividend income.

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PORTFOLIO

Portfolio Update — October 2025

Positions and dividends for October 2025.

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PORTFOLIO

Portfolio Update — September 2025

Monthly review of the hard-asset portfolio.

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PORTFOLIO

Portfolio Update — August 2025

Buys, sells and dividends for August 2025.

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PORTFOLIO

Portfolio Update — July 2025

Monthly portfolio review and allocation notes.

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MARKET NEWS

CPI, Devon & Coterra — February 2026

Macro print and Permian earnings reaction.

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MARKET NEWS

Container Shipping & Copper — February 2026

Freight rates and copper catalysts in focus.

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MARKET REPORT

Market Report KW08 2026

Detailed market report for calendar week 8.

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MARKET REPORT

Market Report KW07 2026

Hard-asset market report for KW07.

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MARKET REPORT

Market Report KW05 2026

Market report and sector commentary for KW05.

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TALK

Finanzfeuer Talk — April 2026

Monthly talk on markets, dividends and hard assets.

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TALK

Finanzfeuer Talk — March 2026

Discussion of the latest hard-asset themes.

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TALK

Finanzfeuer Talk #4 — Hard Assets vs Tech

Why hard assets can outperform tech through the cycle.

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TALK

Finanzfeuer Talk #3 — January 2026

Start-of-year market and portfolio discussion.

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TALK

Finanzfeuer Talk #2 — Dividends vs Growth

The dividend-versus-growth debate for income investors.

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WATCHLIST

36 Stocks Watchlist 2026

The full hard-asset dividend watchlist for 2026.

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PERSONAL

Crypto Portfolio 2025

A look at the small crypto satellite allocation.

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PERSONAL

Parqet Wrapped 2025

Year-in-review of the live Parqet portfolio.

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PERSONAL

My Path to Financial Freedom

The personal story behind the hard-asset dividend strategy.

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Disclaimer: All content serves exclusively informational and educational purposes and does not constitute investment advice.