Richard Diamond

Bloggers Diamond

On Narratives

This December, it has been frustrating to be a shipping equities investor. The fundamentals keep getting better in numerous segments, yet on the whole it is hard to find a…

Richard DiamondDecember 15, 2025

Bloggers Diamond

From Where We Sit?

The S&P 500 increased by 29 bps for the month, and the Bloomberg Barclays US Aggregate Bond Index (AGG) rose by 66 bps. The S&P 500 Equal Weight Index was…

Richard DiamondDecember 1, 2025

Bloggers Diamond

The 2025 Fall Preview

Observations November 3, 2025:The S&P 500 increased by 234 bps for the month, and the Bloomberg Barclays US Aggregate Bond Index (AGG) rose by 67 bps. On the other hand,…

Richard DiamondNovember 3, 2025

Bloggers Diamond

80% of Success

To be a successful shipping equity investor, it pays to be flexible and humble. Whatever I was worried about at the end of September turned out to be inconsequential and…

Richard DiamondOctober 20, 2025

Bloggers Diamond

The 2025 Fall Preview

The S&P 500 rose by an additional 365 bps for the month, and the Bloomberg Barclays US Aggregate Bond Index (AGG) rose by 114 bps. Year to date, the S&P…

Richard DiamondOctober 6, 2025

Bloggers Diamond

In Praise of Boring

The S&P 500 increased by an additional 203 bps for the month, and the Bloomberg Barclays US Aggregate Bond Index (AGG) rose by 124 bps. Year to date, the S&P…

Richard DiamondSeptember 1, 2025

Bloggers Diamond

The Norwegian Vacation Heuristic

The S&P 500 rose 224 bps for the month, while the Bloomberg Barclays US Aggregate Bond Index (AGG) fell by 27 bps. Year to date, the S&P 500 and the…

Richard DiamondAugust 21, 2025

Bloggers Diamond

The Norwegian Vacation Heuristic

The S&P 500 rose 224 bps for the month, while the Bloomberg Barclays US Aggregate Bond Index (AGG) fell by 27 bps. Year to date, the S&P 500 and the…

Richard DiamondAugust 4, 2025

Bloggers Diamond

The Dog Days Of Summer

We are currently in the heart of the dog days of summer. Shipping equity research, which has become scarce for US investors with the departure of Ben Nolan to Venture…

Richard DiamondJuly 23, 2025

Bloggers Diamond

There Ain’t No Rules Around Here

June was a volatile month for shipping equities. We had numerous conversations with tanker management teams which fortuitously were before and during the 12-day Israel-Iran war. Despite charter rates rising…

Richard DiamondJuly 8, 2025

On Narratives

From Where We Sit?

The 2025 Fall Preview

80% of Success

The 2025 Fall Preview

In Praise of Boring

The Norwegian Vacation Heuristic

The Norwegian Vacation Heuristic

The Dog Days Of Summer

There Ain’t No Rules Around Here

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