Bloggers526

The S&P 500 increased 272 basis points in August, bringing its year-to-date total return to 13.14%. The Bloomberg U.S. Aggregate Bond Index was up 38 basis points for the month…

A well-respected Norwegian shipping hedge fund reportedly lost 4.7% in July, putting it down 13.2% year to date — in what may be the best shipping equity market in 20…

The S&P 500 declined 7 basis points in July, bringing its year-to-date total return to 10.14%. The Bloomberg U.S. Aggregate Bond Index declined 131 basis points for the month, leaving…

As shipping equity investors, we know all too well what it is like to be whipped around by headlines. To be successful, investors must be discerning. Much of what is…

As shipping equity investors, we know all too well what it is like to be whipped around by headlines. To be successful, investors must be discerning. Much of what is…

The S&P 500 declined by 95 basis points in June, bringing its total return for Q2 2026 to 15.20% and its year-to-date return to 10.21%. The Bloomberg U.S. Aggregate Bond…

We're just back from the 2026 Marine Money Week. We consider time spent at conferences among our highest value activities in the investment process. In our meetings, we stress to…

The S&P 500 gained 526 bps in May, bringing total return for Q2 ’26 to 16.31% and 16.31% year-to-date, while the Bloomberg U.S. Aggregate Bond Index remained more or less…

For the shipping investor, there is a lot of news flow. As we write, the Strait of Hormuz may or may not be reopening. It is important to focus on…

Geneva Views We are back in Dallas after 16 days in Vienna, Paris, and Geneva — a trip that combined culture, capital allocation, and cargoes. Vienna was for tourism. Paris…