Belisarius

Tanker Weekly – January 7, 2013- Tainted Alpha

The fleet is growing slower in tankers than in dry bulk and the order-book is smaller in proportion to the fleet size. The difference is that the volumes are more stable then in wet cargo, so overall maybe a bit better situation than in dry bulk, but the diagnose is the same: a lot of scrapping needed to induce some recovery. Follow the…

Rig Count Monthly – May 8, 2012 | Tainted Alpha

(For April 2012) Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through Wall Street. So if you want to know the direction of the next big moves in stocks and bonds, just follow the money. Lee Adler’s Liquidity Trader tracks and…

ECRI Weekly Leading Index Growth Rate Moves Out Of Negative Teritorry | Tainted Alpha

(For The Week Ending April 27, 2012) Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to and through Wall Street. So if you want to know the direction of the next big moves in stocks and bonds, just follow the money. Lee Adler’s…