Luke Justus @JustusLuke

Shipping London, England Joined August 2013

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Luke Justus @JustusLuke

3 years ago

Dry bulk stocks think the FFA cal sell off is just a liquidation and choosing to ignore or just oblivious? Either way, long cals vs short dry equities looking like great relative value

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Luke Justus @JustusLuke

3 years ago

Great stuff, continued momentum for OSG, but still not far from last summer's price!

J Kehoe MD 💇🏻🚢⛽️🏨 @argonbeam88

3 years ago

Great stuff, continued momentum for OSG, but still not far from last summer's price!

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Ed Finley–Richardson @ed_fin

3 years ago

😂

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Luke Justus @JustusLuke

3 years ago

What would you buy here?

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dry bulk has a new audience lately the one looking for value and inflation proxies and the good old (and logical) correlation with spot/ffa market has ceased... for now stunning divergence in any case $BDRY $SBLK $GOGL $GNK

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John Arnold @JohnArnoldFndtn

3 years ago

Government has invoked the Defense Production Act at least 6 times since 2020 when a shortage has occurred for a strategic product. Natural gas today fits this description. Rather than responding with helpful policies, gov’t helped create the shortage & is making things worse. 1/

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Luke Justus @JustusLuke

3 years ago

Really surprised how some of these dry bulk stocks hanging in there

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Manihi @ManihiB

3 years ago

1/ Supply vs demand in shipping: We spend 99% of our time analysing the demand side of shipping. I would argue this stems from the GFC of 2008. As the financial system was falling apart and counter party risk went through the roof, drybulk rates plummeted.