Weekend Reading - 5 Posts Worth The Time
Posted on | November 9, 2008 Time: 8:52 am |
Considering all the hours I spend each week scouring for brain-tickling news and commentary, I figure it’s worth sharing the nuggets that are worth a read as we all try to acclimate to the ever-changing financial climate. Here’s what’s been in my browser this weekend:
Hard Assets Investor has a great in-depth report on the shipping industry; it includes a breakdown of the business models, recent dry bulk spot activity, and the relative positioning of the major players in the space.
Bespoke Investment Group (my favorite creative chartists) notes that the Labor Report has been disastrously off this year; revisions to initial estimates have been over 60% higher in 2008. Friday’s employment report showed that the BLS is not even getting it close.
Naked Capitalism has an aggregation piece that gathers up some of the front-line news around global shipping and credit availability; I’m working hard on assessing the trends here as dry bulk shipping is a solid forward indicator of producer & wholesale utilization rates, as well as select commodity prices.
I came across a new blog today written by a finance professor at Peking University; this post gives us some highly informative and sobering news about the health of the Chinese economy from the domestic perspective.
And lastly, Mish’s Global Economic Trend Analysis talks about Peak Oil versus the current reality of rapidly falling demand, OPEC cuts, and a global recession. While I don’t agree with the author’s final verdict on the future price ranges of oil, he poses good arguments on both sides while noting that finite crude oil is still a reality.
Ryan Barnes
Tags: BLS > China > Crude Oil > Dry Bulk Rates > Peak Oil > Shipping > Unemployment
Comments
-
-
-
Investopedia Commentary- Where Third Avenue Sees Value (BAM, GGP, SPG, ESV, NBR)
- America's Biggest Companies Look Reasonably Priced (XOM, MSFT, QQQQ, AIG, BAC)
- Sandridge Energy Shifts Towards Oil (SD, OXY)
- Stong Dividends Worth A Look (AINV, STD, FNF, NYB, PBCT, NLY, CIM, EQR, HRP, MFA)
- The Bear Market Bottom - One Year Later (SMRT, FITB, DNDN, LVS)
About
Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
Subscribe to feed
Search
Secular Trends Holdings
- Secular Trends Portfolio Real-Time Positions
- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
- Performance Studies on the DJIA & Fundamental Value Stocks (11/22/08)
- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
Older Posts That Folks Seem to Like
This work is licensed under a Creative Commons Attribution-Noncommercial-No Derivative Works 2.0 Generic License.