Dry Bulk Shipping - 2016 - Falling Knife Disguised as Pocket of Value ?
2015: Investors catch a falling knife disguised as pocket of value Source: Bloomberg, DMER Investors suffered massive wealth erosion in 2015, as...
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Further Insight on History of Big Misses in Oil and Energy (Long Response)
As a response to my note yesterday on where we are in energy's long bottoming out process, we had a good long reply from a long time energy...
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Understanding the Trading Pattern in Energy Related (And the Poor Industry Forecasting Skills)
The Horrible Very Bad Day for MLPs and Energy... The Story ContinuesThe rebound/sell-off pattern is exactly as expected so far. The amplitudes...
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Equifax Cash Offer for Veda Group Now Binding
Veda has a near monopoly in the consumer risk segment and is the largest in the commercial segment. Given data contributors are likely to limit...
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Container Equipment Mergers Here: TAL Int'l to Merge with Triton
Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring...
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