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Itsyaboy_ale : shipping companies .. maybe cuz of the Yemen situation
QianmengYu : Biden approved retaliation to Syria and Iran. So Huthis won’t stop simply because Hamas is spared.
SpyderCallOP QianmengYu: That is exactly what I was thinking.
QianmengYu SpyderCallOP: wow Biden just did, which blocks feasible land transportation from East Asia South Asia bypassing Suez. Kazakhstan, Caspian sea, Azerbaijan, Georgia, Turkey? Iraq/Saudi Arabia, Jordan, Israel? Or Kenya, Ethiopia, Sudan then Egypt? I’d rather stay with sea shipping.
SpyderCallOP QianmengYu:
There is one thought in the back of my head that thinks the US could take over the Red Sea situation completely very soon and resolve all of the shipping problems. The market could possibly price this in early and start selling these shipping companies before any news about the Red Sea skirmishes subsiding.
I will be watching for any out of the ordinary selling to take place.
71280062 : Is it the same as shorting a 10-year bond or a 20-year bond?
iamiamOP :
is what the same?
I'm short 7 and 10 year bonds
SpyderCall : Valid thesis for sure Hiw do you feel about Aramco lowering their prices citing demand? That is probably why oil is falling today, right?
iamiamOP SpyderCall: yes. demand is falling. oil will drop, eventually to 50s? then up up up. because there are internal issues with oil.
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Mod Tan : thanks for sharing
TinkerB3ll : Thanks @iamiam for the extensive list wondering what’s your thoughts on MSOS?
iamiamOP TinkerB3ll: I would rather have the individual companies. MSOS is a Blackrock creation with lots of swaps and derivatives, they even have bonds its not bad if you hold it. it's just not my thing. too many swaps and derivatives for my liking.