A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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Singapore Ship Trusts Gobbled Up by German Backed Greeks
Event last week: US listed Greek company Navios Maritime Holdings Inc. (NM US) to take control of Rickmers Maritime (RMT SP) ships for $113m AND...
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Bulk's (Shipping's) Thin Market for Placements…Again/Still ...Today Being Diana Shipping's Turn
A sure sign that we are still in the tender underbelly of shipping markets for equities (and that shipping’s recovery is a long drawn out affair)...
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Thoughts on Seaspan Co-Founder Graham Porter Leaving the Board
This is news because Mr. Porter has been a trailblazer and anchor for Seaspan Corp. (SSW US) since it led the market into container vessel...
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Oil Correction Drags Down Commodity Plays, Transports… and Takes Seaspan Back to Lows
The 2-day 7% correction in oil managed to slaughter many cyclicals, from RIG, which had just gotten a big buy send-off from Barron’s two weeks ago,...
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