Australian Credit: Alumina Demonstrates The Value of Active Credit Investing
On the 21st of September 2016, Alumina Ltd (AWC AU) eceived a double notch credit downgrade from Standards & Poor’s (S&P) and as a result,...
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Trade and Diplomatic War Perks up Aluminum Prices
Grab a beer whilst it is still cheap; we expect consumers of steel and aluminum to pay a higher price because of trade and diplomatic wars. We...
167 Views
Fund Manager Meeting Notes: Economists Back to Drawing Board
Have you read economics papers from the 1950s or material Alan Greenspan wrote in his early days? Certainly nothing to write home about. But then...
170 Views
A Few Stock Picks Up 10-20% in Couple of Weeks…Why Alcoa ….
I really want to get to my Pacific Basin Shipping Ltd (2343 HK) Meeting Notes -- which I will in a few days. But I have more to say first. Dealing...
221 Views
Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
220 Views