Consolidation in the Liner Industry
Consolidation in the Liner Industry Container shipping companies confront the enormous challenges facing the industry today. One of the options...
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Valemaxes May Have Delivered the Knock-Out Punch to the Capesize Market
It was a pleasure reading https://www.smartkarma.com/insights/china-s-ship-subsidies-from-hell by Charles De Trenck this morning. Great insight...
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The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the world’s cement but only commands 16% of the...
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Deja Vu - They Are Throwing in the Towel
Readers of Smartkarma will remember our piece lamenting how PE was partly to be blamed for the pain in dry bulk shipping. We questioned the wisdom...
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Are We Moving from Industrial Crisis to Financial Crisis? (2008 Being a Property to Financial Move)
Is Gold breaking out?We are coming close to KISS moving average indicators suggesting some further critical breakdowns in equities relative to...
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