Too Much Going On To Be Bullish (Cont.) Noble, Stock Updates
In this part: Continued discussions with Strategists, Investors. ...Noble Scuttlebutt. Pacific Basin disaster. Oil Rebound Picks from last year....
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Too Much Going On To Be Bullish
I've been doing my mid-year round up with strategists, investors and ship-owners, and while i have remained generally positive on the commodities...
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Selected European HoldCos and DLC: March 2026 Report
Dispersion returns across European holdcos: Vivendi back to dislocation, Rio offers conditional optionality, while most structures remain anchored....
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Stock Market Outlook: Stocks Start to Look More Attractive
We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies. The financial...
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Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
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