Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
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5 Reasons You Should Avoid Apple and Its Supply Chain for Next Few Years
If Apple is running out of ideas by introducing a new product by changing color and material instead of new "WoW" features, this is suggesting...
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PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
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VW - Is Audi Going After Tesla?
All of a sudden, Volkswagen (VW) appears to have, admittedly very quietly, declared war on Tesla. Not content with an all-electric SUV based on...
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Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
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