Remain Overweight Tech; Large-Cap Financials on the Cusp of a Breakout
The tech and biotech-heavy Nasdaq continues to lead the market higher. Remain overweight. On the back of rising interest rates and a recently...
379 Views
April Employment Report - Foreshadows a Continued Weakness in Yen and Weaker Emerging Markets
With each passing month, we grow more steadfast in our belief that The Fed will show greater resolve than currently anticipated by many investors....
123 Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
2.6k Views
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
259 Views
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
202 Views