U.S. Equity Strategy: S&P 500 Fails at Resistance
We remain skeptical of the market's upside potential, as we are not sure if anything actually changed in Fed policy, or as a result of the...
477 Views
Hanjin (180640 KS): The Sky Is the Limit for This Transport Titan
Improving asset turnover, strong sales momentum, and slow assetgrowth relative to its sector Signed MoU for fully integrated transpacific JV...
371 Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
2.6k Views
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
258 Views
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
200 Views