Baltic Dry - It's That Time of Year. Again. [2018 Version]
This insight starts with a bit of history. It is entirely extraneous to the data, but I think the history is kind of fun. If you want to get right...
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Popular Stocks, Attractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
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Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
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China Close to Peak Steel Demand but Outlook Is Positive for Australian Bulk Commodity Producers
After re-bounding last year by 50%, RBA's Commodity Price Index has fallen by 5% this year, reflecting weakness in bulk commodities. This has been...
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Copper Rally to Help Mend H Share Breadth
It is time to look at copper again. Our recent long from 288 was sold at 320 and a well behaved pulled has followed. China A shares have powered...
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