Ongoing Coverage: Tankers in Sweet Spot of Negative Correlation to Oil... Share Rebounds
Tanker shares probably showed up on many aggressive investor stock screens in the last couple of days. But the trade has been on a couple of times...
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Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
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