Showing posts with label shipping. Show all posts
Showing posts with label shipping. Show all posts
Sunday, January 28, 2024

The Limerick of Finance for 01/28/24

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Red Sea shipping is no longer safe Houthi rebels seek targets to strafe Ships must take longer route Rising costs will break out Feel the pi...

The Haiku of Finance for 01/28/24

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Global value chain Holistic trade policy Bankers catch the wave
Tuesday, December 29, 2015

The Haiku of Finance for 12/29/15

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Baltic bearishness Demand collapse hits shippers Dry bulk bargain hunt
Monday, September 01, 2014

US Inland Waterways Investments Support Ocean-Bound Economy

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America often shortchanges its infrastructure needs.  That may change since the President signed the Water Resources Reform and Development...
Monday, March 10, 2014

Major Canal Revenue Hardly Indicates Global Shipping Health

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I read a brief blurb in a financial publication that some hedge fund managers track oddball data to generate alpha.  The specific mention o...
Tuesday, January 07, 2014

First Consideration Of World Oil Price Components

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I got thinking about the components of the market price for oil after I finished my analysis of the US Navy's renewable energy policies...
Thursday, July 25, 2013

Updating the Jones Act for the 21st Century

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The Committee on the Marine Transportation System (CMTS) is the US government's interagency effort to regulate waterborne traffic and ...
Tuesday, October 09, 2012

Observing the Global Market Minefield

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There are too many mines in the water to count.  The best course for a boat in these waters is to stand still and let some other imprudent ...
Thursday, October 04, 2012

Debating Shale Oil And Transport

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There's plenty of room for disagreement over  the widely divergent economic sources the two Presidential candidates cited in their deba...
Wednesday, August 29, 2012

Trouble Pulls Into Port If ILA Strikes

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Those of you awaiting the remainder of my commentary from last weekend's Money Show need to wait one more day.  I'd like to take th...
Tuesday, May 15, 2012

China's Oil Thirst Drives Everything

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The China growth story is still sputtering, but some pillars take longer to collapse then others.   PetroChina has just surpassed Exxon in ...
Monday, May 14, 2012

Financial Sarcasm Roundup for 05/14/12

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Today I'll revive a tradition that I maintained a couple of years ago.  I had posted rundowns of some key business headlines about once...
Thursday, May 03, 2012

RIP FastShip, Hello TGPS

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Oceangoing shipping is an industry that is very resistant to technological change.  The basic hull designs and propulsion systems of supert...
Wednesday, May 02, 2012

The Haiku of Finance for 05/02/12

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China shipyard cuts No work, ship glut, low freight rates Adds up to downturn
Monday, December 19, 2011

Alpha-D Updates For 12/19/11

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I made very simple changes to my portfolio today.  My covered calls on GDX and FXI expired unexercised.  I renewed them with monthly expira...
Saturday, December 17, 2011

More Seaborne Stupidity From Blueseed

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I posted a while back on the Seasteading Institute 's hair-brained idea for a floating city.  My criticism of the concept was focused ...
Tuesday, November 01, 2011

Alfidi Capital Open For Business During Oakland General Strike

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The Occupy Wall Street movement is morphing into something that hasn't been seen in America for decades.  What started as a well-intent...
Wednesday, October 12, 2011

Low Spot Rates Portend Tougher Times for Shippers

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Shipping stock aficionados need to take note that Trans-Pacific spot rates are hitting lows .  Expect to see the effects on shippers' e...
Tuesday, August 16, 2011

Initial Design Photo Of Seasteading City Demands Ridicule

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Two days ago I posted some mild criticisms of the Seasteading Institute's floating city plan.   Now I'm adding more fuel to my fire...
Sunday, August 14, 2011

Floating Civilization Adrift On An Ocean Of Dreams

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Ask any seagoing folk - career sailors, merchant mariners, professional yachtspersons - about life on the ocean and they'll tell you it...