Monthly Macro Summary – June
Monthly Macro Summary June where we analyse the most important macroeconomic events happened during June 2024
Monthly Macro Summary – May
Monthly Macro Summary May where we analyse the most important macroeconomic events happened during May 2024
Monthly Macro Summary April
Monthly Macro Summary April where we analyse the most important macroeconomic events happened during April 2024
US Recreational boats – Earnings 1Q24
Analysis of the results of companies in the US Boat & Dealers industry this quarter (qualitative and quantitative).
US Regional Banks Crisis
Article explaining the US regional bank situation after the FED stops the BTFP which was helping regional banks sin March 2023 crisis
Time to jump ship? – Superyachts Industry
Analysis of the superyacht industry after FY23 earnings. Including model updates of The Italian Sea Group and Sanlorenzo
Guide to the LNG market
The LNG industry explained: Main countries (exports & imports), a list of regasification and liquefaction assets, and all LNG Carriers...
The natural gas industry explained
Natural gas industry explained talks about the current situation of the natural gas market, the economics of the industry, basic concepts...
Special superyachts 1Q23 results
Special article about the 1Q23 results of the Italian superyacht industry. The Italian Sea Group, Ferretti and Sanlorenzo. Also commenting on the results of Catana and Beneteau (French companies focusing on smaller boats)
Silicon Valley Bank Collapses
Silicon Valley Bank, the most famous bank in California and United States got supporting start ups has collapsed amid a wave of bankrupcies