Further Insight on History of Big Misses in Oil and Energy (Long Response)
As a response to my note yesterday on where we are in energy's long bottoming out process, we had a good long reply from a long time energy...
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Understanding the Trading Pattern in Energy Related (And the Poor Industry Forecasting Skills)
The Horrible Very Bad Day for MLPs and Energy... The Story ContinuesThe rebound/sell-off pattern is exactly as expected so far. The amplitudes...
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Container Equipment Mergers Here: TAL Int'l to Merge with Triton
Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring...
265 Views
Weekly Impressions
The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...
321 Views
Flying through turbulent or clear skies: An analysis on Airbus & Boeing
Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...
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