Sabitlenmiş Tweet
@ClimentMolins of @Shipping_VIE doing a fantastic job moderating the dry bulk panel. @MarineMoney NYC 2025.
English
James Catlin
923 posts
James Catlin
@JamesCatlin76
Dad. Husband. Chief Macroeconomist @Shipping_VIE. 25-years of active trading/investing experience. #Shipping #Drybulk #Tankers #Containers #LNG #LPG
Katılım Ağustos 2013
219 Takip Edilen5K Takipçiler
Lots being made of the US allowing Iran to sell crude oil which was already loaded on ships. But....
x.com/i/status/20350…
saman ghodousi@Ghodousi_saman
در حال حاضر اساسا ایران نفت خام مانده بر روی آب و مازاد جهت عرضه در سایر بازارهای بین المللی ندارد و اظهار نظر وزیر خزانه داری آمریکا صرفا با هدف امیدواری دادن به خریداران و کنترل روانی بازار است.
English
These disruptions are not a domestic logistical issue. This is a global supply issue.
Karoline Leavitt@PressSec
President Trump’s decision to issue a 60-day Jones Act waiver is just another step to mitigate the short-term disruptions to the oil market as the U.S. military continues meeting the objectives of Operation Epic Fury. This action will allow vital resources like oil, natural gas, fertilizer, and coal to flow freely to U.S. ports for sixty days, and the Administration remains committed to continuing to strengthen our critical supply chains.
English
James Catlin retweetledi
VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines.
Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil, and most of it, via the strait.
@opinion
English
James Catlin retweetledi
Tanker dirty spot rates continue to rocket with benchmark VLCCs now at $210,000
Suezmax jumped ~20% yesterday to over $100,000
English
An update to my November 6, 2025, public report which proclaimed dry bulk, specifically the Capesize class, as a top pick for 2026. Bulk has already contributed to an outstanding year for @Shipping_VIE - Value Portfolio up 22.2% and Speculative up 27% YTD.
seekingalpha.com/article/487099…
English
@Shipping_VIE model portfolio YTD performance as of the February 11: Speculative up 22%, Value up 16.5%, and Income up 13.8%. This is just the beginning of what is anticipated to be a very strong year for shipping. Find out more at: vieresearch.com
English
2026 is off to a great start for @Shipping_VIE members. Our value model portfolio is up 8.8%, speculative up 12.6%, and income up 7.3% in January alone. Lots of positive developments are taking place this year for shipping - including our new website: vieresearch.com
English
James Catlin retweetledi
Our new Website is LIVE!
We have migrated all our members only Analytics tools to a significantly improved web based interface.
Much more to come in Phase 2 and 3!
Learn about all our research and members tools at:
seekingalpha.com/affiliate_link…
English
James Catlin retweetledi
Dry Bulk market continues to show very good promise for 2026 with FFAs up again today.
Very seasonally strong Capesize index today: 21,279 (+1475)
English
James Catlin retweetledi
Another strong morning for Dry Bulk FFAs 💪.
Feb Capes +1300
CAL26 Capes above 26,00 at +700
$NMM $SBLK $BDRY $HSHP $CMBT $GNK $PANL $SB $SHIP
English
James Catlin retweetledi
VLCC spot rates back above $120K and look to continue to firm.
$DHT $FRO $ECO $INSW
English
Wondering how sanctions are impacting crude and product tankers, vessel classes, and the overall market? @Shipping_VIE's most recent report on that subject is now available to the public.
#comment-101873927" target="_blank" rel="nofollow noopener">seekingalpha.com/article/485866…
English
James Catlin retweetledi
We have updated our #shipping models with our Top Picks for 2026!
Our models returned 22.9% in 2025, compared to 10.6% for the Russell 💪!
We are now at 37.9% IRR in 10 years, with a nearly 25x return over that period!
Learn more about VIE membership and our models at:
seekingalpha.com/affiliate_link…
English
GIF
Giovanni Staunovo🛢@staunovo
The US stopped and boarded a Chinese-owned oil tanker in the Caribbean on Saturday, several media outlets reported, after President Donald Trump ordered a blockade on sanctioned oil tankers traveling to and from Venezuela. The Centuries supertanker laden with up to 2 million barrels of Venezuelan crude was flying a Panamanian flag, according to people familiar with the matter. A Chinese company holds title to the oil, the people added #oott bloomberg.com/news/articles/…
ZXX
In case you missed it and are wondering what's behind the strength in dry bulk, especially the capesize class, here's a link to a rare public report (originally published November 6 on @Shipping_VIE ) detailing why it's my top pick for 2026.
seekingalpha.com/article/484227…
Value Investor's Edge@Shipping_VIE
Dry Bulk equities are jumping for a very strong morning. A number of new 52 week highs. $NMM $SBLK $BDRY $HSHP $CMBT $GNK $PANL $SB $SHIP
English
@mintzmyer, head of @Shipping_VIE, has just published a public report sharing his personal top shipping pick for 2026. Definitely worth checking out.
seekingalpha.com/article/484575…
English
James Catlin retweetledi
Join me LIVE tomorrow (19 November) at the @MoneyShow Expo at 1300 EST to hear the latest about the #shipping sector + sharing a top pick for 2026!
I will also review some of the #income opportunities in the space. Learn more + sign up for FREE here:
online.moneyshow.com/2025/november/…
English
James Catlin retweetledi
Absolutely wild how many people say “I can’t invest in #shipping.”
5y returns in key names crushed most of MAG7, and our 10y IRR is 39% at @Shipping_VIE. Learn more here:
seekingalpha.com/affiliate_link…
Multiples Capital@MultiplesCap
Wild to see 5-yr returns of many of the MAG7 names vs several shipping names (across containerships, dry bulls, tankers, LPG, LNG) and before taking into account their meaningful dividends. One of them even beat $NVDA .... Valuation matters as a starting point. @Shipping_VIE @mintzmyer
English
Just published a public report on why dry bulk, specifically the capesize class, is a top pick for 2026.
#comment-101476861" target="_blank" rel="nofollow noopener">seekingalpha.com/article/484227…
English