(For January/February 2013) Number of crude oil drilling rigs in the U.S. was quite stable in the last 6 months. On a year level we had a small decrease. 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…
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Contributors- Economic and Financial, Must Read, Tainted Alpha
Tanker Update – March 6, 2013 – Tainted Alpha
by Belisarius •
(For The Week Ending March 1, 2013) Same as with dry bulk, we are long time away from recovery, but I tend to think that overcapacity is smaller in wet cargo. 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…
Contributors- Economic and Financial, Must Read, Tainted Alpha
Dry Bulk Update – March 6, 2013 – Tainted Alpha
by Belisarius •
(For The Week Ending March 1, 2013) I don’t see any encouraging data for the dry bulk industry, we are probably years away from recovery. 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…
Charts, Contributors- Economic and Financial, Must Read, Tainted Alpha
Tanker Weekly – January 7, 2013- Tainted Alpha
by Belisarius •
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…
Charts, Contributors- Economic and Financial, Must Read, Tainted Alpha
Dry Bulk Weekly – January 7, 2013- Tainted Alpha
by Belisarius •
Almost half a year passed since my last post. I have to say I miss my blogging, so one of my New Year decisions was start over, probably not with intensity as in the best days… Follow the money. Find the profits!Liquidity is money. Regardless of where in the world that money originates, eventually it flows to…
Charts, Contributors- Economic and Financial, Must Read, Tainted Alpha
May HSBC/Markit China PMI At 48.7
by Belisarius • • 0 Comments
HSBC/Markit PMI fell from 49.3 to 48.7.
Large discrepancy between HSBC/Markit and “official” PMI.
Charts, Contributors- Economic and Financial, Must Read, Tainted Alpha
Tanker Weekly – May 21, 2012
by Belisarius • • 0 Comments
Baltic Dirty Tanker Index rose 0.7%; Baltic Clean Tanker Index rose 0.3%.
Charts, Contributors- Economic and Financial, Must Read, Tainted Alpha
U.S. Petroleum Weekly – May 4, 2012
by Belisarius • • 0 Comments
The oil price is holding up quite well despite weaker demand and higher stockpiles. The reason for that are tightness in the brent market (which reflects in other markets via. arbitrage) and geopolitical risks (mostly related to Iran nuclear program).
Charts, Contributors- Economic and Financial, Must Read, Tainted Alpha
April Challenger Job-Cuts At 40,559- Tainted Alpha
by Belisarius • • 0 Comments
Challenger’s count of layoff announcements was reported at 40,559 in April vs. 37,880 in March.
Charts, Contributors- Economic and Financial, Must Read, Tainted Alpha
April HSBC/Markit China PMI At 49.1
by Belisarius • • 0 Comments
HSBC/Markit PMI rose from 48.3 to 49.1.
Large discrepancy between HSBC/Markit and “official” PMI. Looks like a slight overreaction by the markets (if we view this in isolation).
