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December 10, 2018
Published by Kuppy at December 10, 2018
One of the great ironies during the decade of ZIRP/NIRP and QE, is that while it created plenty of asset price inflation, it created minimal consumer price inflation. I suspect this is because free money brought forward all sorts of unprofitable new supply, creating oversupply in most industries and crushing end-market pricing. Look at shipping for instance, excluding some brief spikes, you’ve had all
Read MorePositions Mentioned: TDW, ESV, NE, AR, GPOR, RRC, SD
October 3, 2018
Published by Kuppy at October 3, 2018
Back in January, I wrote about Tidewater (TDW – USA) which will be the largest global player in offshore service vessels (OSVs) once it completes its merger with Gulfmark Offshore (GLF – USA). At the time, the offshore oil sector was despised by equity investors who assumed that it would never come back. As I noted in an update in July, shale isn’t the
Read MorePositions Mentioned: TDW ESV NE
July 9, 2018
Published by Kuppy at July 9, 2018
Ever since oil prices collapsed in 2014, there has been an underlying belief that oil prices could not go up due to endless oversupply from shale oil. Now, 4 years later, that supply growth is stalling. There are various reasons for this, but underlying everything else, is the fact that the basic economics of shale just aren’t that robust. This is partly due to
Read MorePositions Mentioned: ESV, NE, TDW, TDW Warrants
