The Pain Trade in Oil Gets Ugly (And a Look at the Teekay Group in the Sell-Off)
Analysts pushed their estimates for oil lower yet again, with Standard Chartered calling for as low as $10 oil to add insult to injury. Lower oil...
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Tanker's Hit Broadside by Teekay Distrution Cuts
The tanker sector experienced a substantial sell-off on 17 December as a result of three Teekay group companies slashing their distributions....
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Buying China Without the China in It
Last week was a great line in the sand for some of the names I mentioned. Accumulating risk and China related paid off. While continuing to keep an...
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Commodities: The Harder They Come, The Harder They Fall... One and All
We are finally trading in a proper bear market, with the market getting comfortable trading down while bull buyback activity appears more subdued....
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Tankers and US oil Exports: The story is continuing to unfold
US and global tanker plays such as TNK, NAT, DHT and others named in my notes earlier this year continue to move higher. This is because US...
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