DMER - Maritime Financial Insights - September 2016
• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...
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Japan Stock Market Seasonality - Late Q4 Is Indeed Good
Pelham Smithers came out with a worthwhile comment on the Q4 seasonality of Japanese markets. I agree with their assessment of being bullish Japan...
247 Views
PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
179 Views
Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
237 Views
Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
174 Views