Don't Fight the Fed; Pullback Underway as Rising DXY and 10-Yr Treasury Yield Back to Being Headwind
$SPX $QQQ $IWM Pullback Underway as Rising $DXY and 10-Yr Treasury Yield Back to Being Headwind; Commodities $DJP $BCOM Attempting to Break Out....
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U.S. Equity Strategy: Bullish Outlook Intact
Amid rising Middle East tensions, investors have moved to safe-havens including Treasuries and gold, all while having a muted effect on the US...
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Tsakos Energy Navigation – Leverage Seems Manageable in Rising Tanker Market
Attractive valuation on charter cover with potential upside: Tsakos Energy Navigation’s (TNP’s) TCE revenue for 3Q18 dropped 4.5% y/y to USD 92.6m...
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Tanker Shipping - 2019Gradual Recovery on Horizon
The crude tanker market remained weak in the initial nine months of 2018 as vessel earnings remained below breakeven across vessel classes....
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Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
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