Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
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Maritime Financial Insight - July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
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Time for Corporate America to Stand up for the Environment
The environmental agenda of President-elect Trump and his transition team is deeply troubling. Plans include dismantling or defunding the...
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Bullish Energy
Chartonics flash 4 October 2016Bullish energy theme for Q4Oil is building energy for a rise out of noted bullish triangle patterns on the back of...
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Moat or Mother Fracker?
Exploration and production companies have long relied on capital markets to fund stellar growth, perhaps assuming that persistently high commodity...
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