Monday, November 16, 2009

Bullish on CAPEX? Deutsche Bank is!

Wait--what's going on? Deutsche Bank upgrades CAPEX, and then, even upgrades some shippers? Bullish on capesize rates? Re-emergence of Europe and Japan? I thought that wasn't supposed to happen!

Read it and weep you shipping, capex, and economy bears!

Wait--tell me again--We are at 1111 on the S&P 500. Now tell me the rally doesn't count.

Because it's on low volume!!
Trading Focus Nov 16, 09 SA                                                                                                                                                


Anonymous said...


where do you see MGM and GCI heading at this level? are you still holding both?


palmoni said...

yeh holding both--it looks like they are ready to move again