I am a big fan of Francis Melton’s blog “The Manhattan Contrarian” It is not an investment blog but he does write quite a bit on ESG and DEI issues. I share many of his views and criticisms. His recent ...
I have been fortunate to be a long-suffering tanker bull. This applies to both crude carriers and clean tankers (so called because they carry refined products). As I have mentioned in various weekly updates we own several tanker companies. I ...
Link to Interview Discusses China re-opening and its effect on oil demand. We have the experience of what happens when we opened the US and EU. People may be underappreciating Chinese demand. Javier Blas comments from Bloomberg: Globally, don’t underestimate ...
Here is a link to the Seymour Hirsch article about how the US and others destroyed the Nordstream pipeline. Here are a few snippets: The New York Times called it a “mystery,” but the United States executed a covert sea ...
As I have said, I believe that liquidity flows determine asset price moves in the short and medium term. I have quoted Stan Druckenmiller’s view on liquidity many times; Earnings don’t move the overall market; it’s the Federal Reserve Board… ...