Volatility & Consolidation Continues; Buying Ag Chemicals, Aerospace/Defense, and Shipping Stocks
Moving forward we continue to expect more volatility and consolidation between 4257 and 4590-4595 on the S&P 500, and between $334 and $367 on the...
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House Passes "Delisting Act" Giving SEC 90 Days to Write Its Rules (And Yes, More Bark Than Bite)
The U.S. House of Representatives passed Senate Bill 945, the "Holding Foreign Companies Accountable Act." New details support the notion that S945...
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U.S. Equity Strategy: Bullish Outlook Intact
Amid rising Middle East tensions, investors have moved to safe-havens including Treasuries and gold, all while having a muted effect on the US...
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Ongoing Coverage: Tankers in Sweet Spot of Negative Correlation to Oil... Share Rebounds
Tanker shares probably showed up on many aggressive investor stock screens in the last couple of days. But the trade has been on a couple of times...
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Roundtable: New Bunker [oil] Calculations and Complications from IMO 0.5% Fuel Oil Requirements
A quick roundtable discussion we had with owner-operators on the impact low sulphur fuel oil regulations (IMO 2020 Regulations) as well as on the...
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