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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Is It Time to Bottom-Fish Crude Tanker Stocks?
The worst is behind usWe believe that we have reached the bottom of the crude tanker shipping market. While we don’t expect rates to reach anywhere...
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Maritime Financial Insight -Â July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
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Is OPEC’s Announcement a Panacea for Tsakos Energy Navigation?
Losses higher than expected: Tsakos Energy Navigation’s (TNP’s) Time Charter Equivalent (TCE) revenues for the first quarter of 2018 dropped 11.5%...
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We’ve Got All the Breakouts We Want To Make Money in Shipping
So many ship stock charts said the same thing on breakouts last week. We couldn’t have asked for more. John-Paul Smith said so much by way of a...
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