
Shelf registrations are increasing, but it has little to do with tapping into future higher prices or a new found optimism in the market (see WSJ article). Back in 2005, the SEC put a "shelf... read more »


Below are a couple of tests I showed in Thursday night’s Subscriber Letter. They provide a nice example of why it’s dangerous to quickly jump to conclusions without solid evidence and a decent... read more »


What I mean is: the exchange-traded fund based on our Delta Global Shipping Index began trading today. Its (NYSE: SEA).Pretty exciting, fun day for us here. In fact, I'm not here...as this posts... read more »












