DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels
DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels In the current interest rate environment, we...
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Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating Big Positive Reversal
Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating a Big Positive ReversalIn our last...
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Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
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Cobots: Key to a Step-Change in Robotics and Manufacturing Clusters?
Over the last decade the attitude towards cobots (collaborative robots) has changed from one of skepticism to enthusiasm. As the big players in the...
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DFRS Dry Bulk Shipping Outlook 2017 - Returns Front Ended, Normalisation in the Price
DFRS Dry Bulk Shipping Outlook 2017 - Returns Front Ended, Normalisation in the PriceNormalisation in the price, what next for the dry bulk...
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