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Global Shipping: US Titan or Titanic?
Global Shipping - The US: Titan or Titanic Summary Shipping is like dark matter in the Universe. It keeps things expanding smoothly. It runs hypothetically in the background of world affairs like dark matter and energy in the universe. It prevents (stellar or earthly)…
Odd bins
Odd bins. Investment Conclusion When the bubble bursts, will it be a correction or a catastrophe? Preview and thoughts next. Increase exposure to safe haven assets (see Wealth Preservation Portfolio (WPP) at the end). AUD and SGD longs are being added to the WPF.
Odd bins
Odd bins. Investment Conclusion No changes in the Wealth Protection Portfolio this week. It appears at the end of this report. Japan: Still sticking to Long Yen but expect things to get worse for Takaichi and the LDP. Takaichi being a lame duck from the o…
Odd bins
Oddbins Investment Conclusions. This week marks the publication of “Egonomics” analysing how President Trump’s economic ecosystem may be more stable than thought. But is nevertheless threatened by Supreme Cout ruling and, in the longer term, escalation of the Russian war in …
RTHK The Close, David Roche, Richard HARRIS join Carolyn Wright to discuss US skilled worker permits, shipping, and how the upcoming Japanese election
RTHK The Close, David Roche, Richard HARRIS join Carolyn Wright to discuss US skilled worker permits, sea container traffic, and how the upcoming Japanese election might move mean for markets
Odd bins
Odd bins Investment Conclusion Two portfolio adjustments have been made: one anticipating the fall of the Bayrou government in France on Sept 8 and the other following the downfall of Prime Minister Ishiba in Japan. One is to add back short 10yrs JGB positions…
Odd bins: The Portfolio to match the Autumn Strategy Video …. & Shipping
Odd bins: The Portfolio to match the Autumn Strategy Video …. & Shipping Investment Conclusion The Autumn Strategy Video looks at upside and downside risks for financial markets. The upside risks from lower Fed rates are more than offset by the threats to Fed i…
Odd bins: Jackson Hole, Russia & Shipping
Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at least)…
Port of Los Angeles Inward Bound Container Data
The Port of Los Angeles Inward Bound Container Data continue to show 137k and 115k TEU arrivals per week in eacjh of the next two weeks and a big drop thereafter. Much of that drop may be ironed out as we get closer to the the week (29) of July 13 to 19. That's what happened t…
Port of Los Angeles Data for Container Ship Arrivals up to June 14
The Port of Los Angeles Data as of May 26 for the period to June 14 shows some recovery of inbound container verssels to +/- 100,000 TEU per week. This level remains well below the same period in the previous year. Evidence of a surge in shipments from China is absent.