Delta’s Structural Advantages Point to Further Outperformance
Under new CEO Greg Abel, Berkshire Hathaway built a $2.65 billion stake in Delta Air Lines during Q1 2026. The investment reflects Delta’s...
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Pricing the Strait: Positioning for a Potential Post-Conflict Market
Supply shocks from the Strait closure hit US airlines hard, driving JETS down. XLP and XLB also suffered from rising input costs and disruptions,...
157 Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
2.7k Views
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
411 Views
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
391 Views