Port Operators Outlook 2017 -Â Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
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Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
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DFRS Port Operators - Signs of Recovery ?
DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2%...
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DFRS Maritime Model Portfolio -Â 1 Year Performance with 38% Return
DFRS Maritime model portfolio – 1 year performance with 38% return Our portfolio defied a terrible year for the industry to produce a 38% return...
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Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)
At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting... Looking back at the first graph tells...
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