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  • Credit Crisis Watch: Some Positive Developments [View article]
    Nice observations. Should the credit freeze up start to thaw, one sector that will benefit gigantically, is dry bulk shipping. The BDI shipping index has been up 12 days in a row. How often do you see something up 12 consecutive days, and it was strong up each day.

    Most people have totally missed the story and the opportunity there:
    seekingalpha.com/artic...

    Shipping and precious metals are the two best sectors to be in right now.
    Feb 04 13:07 pm |Rating: +1 -1 |Link to Comment
  • Credit Crisis Watch: Signs of Progress? [View article]
    Thanks. You have presented very good data to support that credit freee-up has started to thaw. One sector that benefit greatly is the global shipping industry. Due to credit freeze-up the global shipping virtually grinded to a halt as goods can not be shipped when exporters can not obtain bank guarantee of payments. As a result stockpiles of goods are piled up on harbors. Such backlog is a huge business opportunity for shippers once things start to move again.

    It's now best time to buy dry bulk shippers like DRYS, EXM, EGLE.

    I also expect hyper inflation to kick in soon. Where do you find a Safe Haven? Read my reasonings:
    seekingalpha.com/artic...
    Dec 24 10:31 am |Rating: 0 -1 |Link to Comment
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