Swaps Are The New Dealer for Those Addicted on Dollars It’s said that the Global Financial Crisis of 2008 was not necessarily about Real Estate (although that was the traded asset behind everything) but more about the shortage of dollars–or at least the people willing to share dollars to others. If we consider the Global […]
Category: Finance/Geopolitics
Why On The Ball Likes Shipping
When I’m Not Speculating, I’m Looking For Longer Term Plays Admittedly, I love shipping stocks. I largely view them as a sector rich in cash, paying higher and higher dividends, securing future contracts to de-risk operations and seizing the opportunity of buying further ships in a counter-cyclical fashion. Management teams seem to be very practical, […]
