Dry Bulk shipping – Has the party just commenced?
Article about the Dry Bulk shipping segment, explaining the economics of the industry and some interesting companies
The great shift: shipped natural gas to European Union
Lessons and challenges for the European Union in the short and mid term Context - The relationship between the European Union and natural gas The European Union had historically relied…
So… are high natural gas prices over in Europe?
Reasons behind the recent fall in European gas prices Since the TTF price peaked in the last week of August, European natural gas prices have fallen sharply due to a…
Why the Diesel shortage is here to stay
Introduction to diesel shortage The underinvestment in refining capacity and refinery closures that we have witnessed in the US and Europe for the last years, along with the huge number…
Is OPEC the new central bank of the world?
Introduction After printing trillions of dollars and triggering a level of inflation in the developed world that had not been seen in almost 30 years, the FED has been rising…
The natural gas crisis in Europe – The fall of a continent
Europe is in the middle of an unprecedented crisis as a consequence of a series of wrong decisions taken in the last years and accelerated by the Russian invasion of…
Some thoughts on the current market situation…
Unleashed inflation due to the slow tightening of Central Banks is having a huge impact on the main street. It has raised prices and widened considerably the wealth gap in…
Is inflation coming? – You better have a plan
The debate about potential inflation around the corner has been around for a while. Either inflation or deflation theories have their renowned supporters. Let’s have a look at the current…
Consequences of the Blue Wave in the markets
In 2020, the big winners of the stock market were the tech companies along with the renewable sector. Large caps performed much better than small caps and America did much…
Why invest in stocks in 2020?
Reasons to invest in stocks in 2020 despite the current environment Under normal circumstances, I would answer this question by saying that stocks have provided the highest returns historically. It…