2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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Manias, Booms & Bears: BDI & Shipping Vs Bitcoin… Lessons for Stock Markets
Most of us are following the relatively deep correction in stocks, which has been sparked by a change in psychology reacting to small rises in...
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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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Teekay Offshore Breakout
Teekay Offshore Partners LP (TOO US) is still down some 50% over the last year. This was due to a continuation of having overleveraged into a...
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A Few Stock Picks Up 10-20% in Couple of Weeks…Why Alcoa ….
I really want to get to my Pacific Basin Shipping Ltd (2343 HK) Meeting Notes -- which I will in a few days. But I have more to say first. Dealing...
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