Teekay Offshore Breakout
Teekay Offshore Partners LP (TOO US) is still down some 50% over the last year. This was due to a continuation of having overleveraged into a...
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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...
205 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...
214 Views
Time to Look at MLPs Again
There are many theories why mainly US energy MLPs are underperforming energy prices and plays in general. The most likely #1 reason is tax related...
224 Views
A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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