Shipping Stocks Go Bananas, the Worst Rising the Most
DRYS has now spiked (before suspension) more than 2000% post Trump and as the BDI (Baltic Dry Index) popped above 1,000. Most of the trading...
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Interesting Counter-Intuitive Reversals Last Few Weeks (Breakouts…Positions…Key Notes)
In this note: 1) some interesting reversals, 2) some updates on stock pick performances, 3) other updates and items of note. A few enclosures...
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Tanker's Hit Broadside by Teekay Distrution Cuts
The tanker sector experienced a substantial sell-off on 17 December as a result of three Teekay group companies slashing their distributions....
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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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