Dry Bulk Shipping Outlook 2019: Global Slowdown Casts Shadow on Long Held Recovery Narrative
Five of the dry bulk shipping stocks under our coverage delivered a negative return of 24.4% in 2018, owing to uncertainty in the global markets....
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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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Dry Bulk Shipping - Recovery to Normalise in 2018
After a strong freight rate rally in 2017, which also rubbed on stock prices, we have seen a significant correction in the recent past as the BDI...
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2023 Shareholder Letter
The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.
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Golden Ocean Group (NASDAQ: GOGL): Strong Result, Weak Dividend
On 18 February 2020, Golden Ocean Group Limited (NASDAQ: GOGL/ OSE: GOGL) reported its 4Q19 results. According to the results, the company’s net...
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