Posts
Cavalier Shipping insights on the current shipping finance market and recent events in the shipping space.
Join us on Substack to get posts delivered directly to your inbox.

Investing, Trading, or Gambling?
Is the role of a public shipping company to compound value over time, or to simply serve as a trading vehicle for investors looking to opportunistically play the industry’s infamous cycles?

Shipping’s Illiquidity Premium
Is a 2% premium enough for investors to restrict their ability to quickly exit their bets in order to take profit (or minimize losses)?

Freight Forward Agreements + Liquidity
“Is the FFA market liquid enough?” It’s one of the most common questions about Forward Freight Agreements (FFAs). Like many things, the answer is: it depends.
Vessel Sales and the Summer Slump
Just as stock market liquidity dries up on Wall Street over the summer, with traders and hedge fund managers heading to the beach, sale and purchase activity of vessels dwindles as shipowners take some deserved time off.