Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
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McDonald's Japan: Restructuring Event Coming But Don't Buy This Dip
The story of the ownership unwinding of McDonald's Japan has been a very long time coming. McDonald's Japan was started in 1971 by Japanese...
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A Pair Trade of Japanese General Trading Companies: Long Marubeni & Short Itochu
We discuss a pair trade among the major Japanese trading companies. We propose going long on Marubeni Corp and going short on Itochu.
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