Posts
Cavalier Shipping insights on the current shipping finance market and recent events in the shipping space.
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The Jones Act Parallel Market
One man’s trash is another man’s … Jones Act-qualified LNG carrier?
Infrastructure in Shipping
Major infrastructure funds invested big dollars in shipping in recent years. But what qualifies as "infrastructure" within shipping? LNG assets, container leasing, and Jones Act assets.
Shipping’s Quintessential Investing Strategy
Shipping’s quintessential investing strategy: buy at the trough and sell at the peak of a cycle. But what do you do if nothing is trading at or near a trough? This question vexes shipping-focused investors today.