Morningstar's Key Takeaways From the 2019 EPG Conference
Solid demand and robust results from most firms not named GE.Chief executive officers of some of the most well-known, global diversified industrial...
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LNG: What Matters This Week? Prices Fall Further in Asia but New Projects Continue to Progress
LNG prices have dropped to a seasonal low, as we flagged in our outlook piece for this year (2019 Energy Market Themes & Stocks with Exposure:...
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Another US LNG Project Goes Ahead: Positive for the Contractors; Negative for Others Looking to FID
US private LNG company Venture Global is starting construction on its 10 million ton per annum (mtpa) US LNG export facility in Louisiana after...
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Sell General Electric (GE US): Lots of Liabilities, Limited Cashflow - Target $1
GE’s business reality is far removed from management’s up-beat message. Creative accounting enabled management to line their pockets, while the...
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Manias, Booms & Bears: BDI & Shipping Vs Bitcoin… Lessons for Stock Markets
Most of us are following the relatively deep correction in stocks, which has been sparked by a change in psychology reacting to small rises in...
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