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...
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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...
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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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DMFR – 1H17 Result Update – Pacific Basin – Slow Steam Ahead; Downgrade to Neutral
Earnings recovery lags our expectations: The 1H17 results were aided by a strong recovery in freight rates as the company’s TCE revenue rose by 18%...
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Bulk's (Shipping's) Thin Market for Placements…Again/Still ...Today Being Diana Shipping's Turn
A sure sign that we are still in the tender underbelly of shipping markets for equities (and that shipping’s recovery is a long drawn out affair)...
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