U.S. Manufacturing Sector Breaking Out to All-Time Relative Strength Highs; Actionable Stocks
We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight. The following industry groups are...
1.1k Views
A Trump Defense Budget Win Before His Asia Trip Could Augur Well for Huntington Ingalls Industries
China's increasingly militant stance on South China Sea issues could ignite action on Trump's defense budget despite some Congressional misgivings...
272 Views
Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
1.2k Views
Container Shipping - 1H16 Trade Volumes Confirm Generally Muted Market. Where's the Growth?
Half-year 2016 trade volumes confirm generally muted container market. Where’s the growth?Most of the major carriers had poor first-half financial...
353 Views
Brimming Onshore Storage Forcing Traders Towards Oil Tankers
Oil tanker market has been pretty strong past couple of days with rates on benchmark AG-Japan trade crossing $80,000 per day. Higher number if...
329 Views