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...
231 Views
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...
232 Views
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...
329 Views
Oil Now Tied for Cheapest in 50+ Years Using Most Objective Metric (Graphs and Data Follow-Ons)
Based on a lot of long term data, and looking closely at daily patterns the nature of oversold oil becomes apparent. Were it not for China’s...
237 Views
"Shipping Has to Become BORING Again"
Reading everyday of depressed shipping should one make one anxious. When I joined my 1st ship in early 2002...shipping was boring. Frankly it was...
1.8k Views