CEM - Avoiding The Landmines: A Roundtable With J Mintzmyer And Team
The shipping and industrials sectors are complex - you have to wade in deep to understand all of the moving parts. And there are a lot of them. With the U.S.-China trade war at a standstill (at the time of writing, Wednesday, May 23, 2018), renewed sanctions for Iran and threats of sanctions for Venezuela, oil creeping ever-closer to the $100 per barrel territory, and more interest rate hikes anticipated from the Fed, investors in these sectors have a lot to take in and consider. And it's all in a state of constant motion, sometimes