Distressed Volatility

Are the Dry Shippers Value Traps?

Nice post. I actually just wrote a post about the dry bulk shippers.. It's a very interesting situation w/ the letters of credit/demand freeze.. The global Government sitmulus could drive up demand again. Once risk appetite comes back in full inflation will also be an issue. Everything happens so fast these days that you never know... The risk appetite trade is up tonight... Hopefully it can stick. www.distressedvolatili...