DFRS Tanker Shipping Outlook 2017 - Returns Unlikely Before 2018, Further Dividend Cuts Likely
DFRS Tanker Shipping Outlook 2017 - Returns Unlikely Before 2018, Further Dividend Cuts LikelyDeclining vessel earnings, diminishing dividends and...
227 Views
DFRS Shipping Outlook 2017 - Returns Set for a Comeback
“Capital Returns” benchmarked to shipping In our DFRS Shipping Outlook 2017, we benchmark our shipping investments thesis to "Capital Returns:...
255 Views
How Trump Could Change the Oil Game
After a few months of thinking, I’ve been getting steadily more bearish on just about everything as the biggest political change in years happens...
480 Views
Growth of M&A Activity Signals Positive Outlook for Oil and Gas in 2017
M&A deal volume in the oil and gas sector (1) increased markedly in 2016 both in the US by 67% (YoY) and globally by 50% if using normalised...
344 Views
Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand
I was working on a bigger piece on HK vs Singapore which I will put out later, and reviewing political classifications of economies, when I saw a...
290 Views