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Papering over the Cracks

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Macro Macchiato: Diversity, and a Grand Tour

It’s been a busy few months at Shipping Strategy. At home we have been working on delivering the data crunching and analysis...

Five kinds of risk: plus ça change, plus c’est la même chose

It’s Marine Money week in New York City. In a year in which capital raising has fallen in most industries, largely because of...

What effect are the US-China trade wars having? (Macro Macchiato 10/06/19

We’re told by Those Who Know that the US-China trade wars are cutting global trade and economic growth. We should be Very Afraid. GDP...

If you’re going to occupy the moral high ground, you’d better make sure your boots are clean. (Macro

If you’re going to occupy the moral high ground, you’d better make sure your boots are clean. My Sunday evening reading included this...