Buying China Without the China in It
Last week was a great line in the sand for some of the names I mentioned. Accumulating risk and China related paid off. While continuing to keep an...
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Commodities: The Harder They Come, The Harder They Fall... One and All
We are finally trading in a proper bear market, with the market getting comfortable trading down while bull buyback activity appears more subdued....
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Tankers and US oil Exports: The story is continuing to unfold
US and global tanker plays such as TNK, NAT, DHT and others named in my notes earlier this year continue to move higher. This is because US...
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Looking for strong energy related shipping companies with good rebound potential
In recent weeks we have had a wonderful opportunity to observe history repeat itself and to research top potential investments to add to wishlists....
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Saudi is flooding the oil market, not Iran
In line with our expectations from a few months ago Saudi has ramped up production into the summer to drive down oil prices, adding 0.9mbpd since...
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