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
DMFR – Handysize Segment to Catch up in 2018?
Freight rates to advance as tonnage shrinks and demand for minor bulks remain firm: The Baltic Dry Index (BDI), led by the rise in the rates of...
147 Views
The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
336 Views
Dry Bulk Market on Strong Footing, While Tanker/Gas Shipping Rates up on Seasonal Demand
Credit markets: Global yields reached their lowest levels in a year this September, driven by the sustained low interest rate environment and the...
241 Views
Pacific Basin Hits HK$2 ... What Now?
Pacific Basin has come back to a level I have waited a long time for. I was patient and had few doubts longer term, after shares had settled post...
217 Views