Another Bear Market Rally Begins; Indexes and Sectors With Bullish 2+ Month Inflections
The bear market rally we have been discussing since Sept. 27 has begun, with over half of the Sectors and all the major indexes $SPX $QQQ $NDX...
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Teekay Corp: A near Net-Net, Special Situation
I am quite wary of the shipping industry, due to an almost flawless tendency towards value destruction, but have been following Teekay Corp...
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2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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Manias, Booms & Bears: BDI & Shipping Vs Bitcoin… Lessons for Stock Markets
Most of us are following the relatively deep correction in stocks, which has been sparked by a change in psychology reacting to small rises in...
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Ongoing Coverage: Tankers in Sweet Spot of Negative Correlation to Oil... Share Rebounds
Tanker shares probably showed up on many aggressive investor stock screens in the last couple of days. But the trade has been on a couple of times...
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