Further Insight on History of Big Misses in Oil and Energy (Long Response)
As a response to my note yesterday on where we are in energy's long bottoming out process, we had a good long reply from a long time energy...
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Understanding the Trading Pattern in Energy Related (And the Poor Industry Forecasting Skills)
The Horrible Very Bad Day for MLPs and Energy... The Story ContinuesThe rebound/sell-off pattern is exactly as expected so far. The amplitudes...
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Container Equipment Mergers Here: TAL Int'l to Merge with Triton
Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring...
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Weekly Impressions
The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...
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Flying through turbulent or clear skies: An analysis on Airbus & Boeing
Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...
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