A Rising Tide Will Raise DryShips - Barron's [View article]
I agree with this article. The trade in coal, iron, manganese, and so many industrial and agricultural materials is not dying due to the USA slowdown. Rather, I expect the governments of India and China to put the massive surpluses to use in infrastructure, and need to contstant replenishment of materials is not coming to an end. DRYS and others are quite over sold and I expect some short to be burned badly.
A Rising Tide Will Raise DryShips - Barron's [View article]
Diana Shipping: Prime Rebound Candidate [View article]