TRACKING TRAFFIC/Containers & Air Cargo: June Data Suggest Rates Remain Stagnant, At Best
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
432 Views
TRACKING TRAFFIC/Containers & Air Cargo: Box Rate Hikes Likely To Fail | Ever See a Huge Pink Ship?
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
139 Views
We’ve Got All the Breakouts We Want To Make Money in Shipping
So many ship stock charts said the same thing on breakouts last week. We couldn’t have asked for more. John-Paul Smith said so much by way of a...
173 Views
Turning the Ship Around: Ship Values & Charters, and How to Read Share Impact (Asset Owner Angle)
I’ve written more about the Bulk rebound and Pacific Basin Shipping Ltd (2343 HK) and its rebound this last year (and dry box turnarounds Triton...
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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...
359 Views