Cobas AM: Nueva Gestora de Francisco García Paramés

Jajajajajajaja. Genial.

Saludos.

Te pego graficos. Yo no veo nada.

Sin embargo, esta es Contango Oil & Gas. Aqui si hay un posible hch invertido.

Lo único que yo veo es que lleva un mes subiendo como la espuma, con la de dolores que me ha dado y ya casi estoy en verde.

Dejo aquí un articulo de Shipping:

http://adventuresincapitalism.com/2019/02/12/great-bargains-shipping/?utm_source=AIC&utm_campaign=1150847f5e-EMAIL_CAMPAIGN_2019_02_12_12_15&utm_medium=email&utm_term=0_cb61762784-1150847f5e-31434137

Me ha llamado la atención que diga que la guerra comercial  al shipping le afecta positivamente ya que los barcos acaban recorriendo mas millas para llevar la mercancía, y que una disminución en la demanda tampoco afecta negativamente.(no se si esto sera así...) Os he dejado arriba el Link, por si a alguien le interesa.

There is this odd misnomer amongst generalists that a trade war is bad for shipping. Maybe it is bad for containerships (though rates have not seen much impact yet), but generally speaking, trade wars are good for shipping. How do US soybeans get to China? They get transported to Brazil, offloaded, reloaded and then transported to China as Brazilian beans. All of this means more ton-miles and more time tied up in port. Almost by definition, a trade war is going to be bullish. It disrupts existing trade routes that operate at maximum economic efficiency and instead inserts government mandated inefficiency. In the end, products will be shipped to where they’re needed—it will just involve more ton-miles and more idling in ports. As we enter the era of strongmen (as my friends at  Capitalist Exploits have noted many times), I suspect that there will be more political grandstanding and less financial logic in terms of arbitrary trade restrictions and subsidies. This will almost always increase total ton-miles. An increase in ton-miles is bullish for shipping rates. Absolute quantities of GDP and global trade aren’t the metrics that are relevant.

Por cierto, ya tengo VAALCO otra vez en verde!!!! Sino lo veo no me lo creo, despues de tanto tiempo perdiendo......

Que pena que IPCO haya volado hoy, al final no la he cogido, llevo tiempo ya palmando con Carbo Ceramics , Contango y Vaalco y no me atreví a meterme. Otra vez sera jejeje!!!. 

Saludos y suerte a todos con las inversiones!!!

Añado esto tambíen de shipping:

http://gersemiresearch.com/wp-content/uploads/2019/01/2019.01.21-Shipping-Update-for-2019-246-pages-Bring-the-Pig-to-Market.pdf