Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
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DFRS Port Operators - Signs of Recovery ?
DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2%...
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Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)
At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting... Looking back at the first graph tells...
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China's Ban on North Korean Coal Imports to Aid Sea Borne Trade
China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be...
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The Flawed Logic of Trump's Order on Regulations
Though the travel ban received considerably more attention, another recent Trump administration executive order should also be the target of...
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