>> INVESTORS ARE GIVING THIS BULL MARKET THE BENEFIT OF THE DOUBT. >> IF THIS IS REALLY A FOUR-WEEK EVENT IT WILL BE FINE. >> THEY COULD BE QUITE DANGEROUS TO SEE THIS AS A BUY THE DIP.>> YOU DON'T WANT TO BE HEAVILY OVERWEIGHT LARGE-CAP OR MEGA CAP GROWTH STOCKS. >> THIS IS ABOUT DURATION AND TIME UNKNOWN. ANNOUNCER: THIS IS BLOOMBERG SURVEILLANCE WITH JONATHAN FERRO, LISA ABRAMOWICZ, AT THE ANNMARIE HORDERN.JONATHAN: LIVE FROM NEW YORK CITY, GOOD MORNING, GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE BLOOMBERG ...

Record oil prices and skyrocketing shipping rates are rattling markets, but Frank Holmes, CEO of U.S. Global Investors (NASDAQ:GROW), sees opportunity amid the chaos. The recent U.S.-Iran conflict has disrupted supply chains and freight markets, yet history shows geopolitical shocks are often short-lived. , Holmes argues that investors who stay calm and focus on shipping, energy, and commodities may be positioned to reap gains once tensions ease, turning market turbulence into a strategic advantage. Markets ...

Can we start with the operational consequences here. And can you talk us through a picture of what you see, the transit times that have had to be extended now because of the difficulties getting through that very tight Strait of Hormuz. What's going on now.Well, good morning, Jon. Not much. There are thousands of vessels that are stuck in the Arabian Gulf and just to the east outside of the Strait of Hormuz.About 100 and 1415 container ships balance bulker tankers. And those energy ships that you've talked ...

Only a month after the publication of my previous coverage , FedEx Corporation ( FDX ) has already shown some selling pressures and justified my cautious stance. This is not surprising amid intensifyingI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. ...

NEW YORK, March 13, 2026 (GLOBE NEWSWIRE) -- Capital Link is hosting a series of online Company Presentations, during which the Senior Management teams of leading publicly listed maritime companies will present their business development, strategy, growth prospects, and overall sector outlook.Upcoming Webinars March 18, 2026, at 10:00 AM ET - Star Bulk Carriers (NASDAQ: SBLK) March 31, 2026, at 10:00 AM ET - Seanergy Maritime (NASDAQ: SHIP) For additional information, please visit the Company Presentation S ...

Core Insights - The shipping giant is expanding the use of artificial intelligence (AI) bots throughout its operations as part of a strategy to integrate this technology into its logistics network [1] Group 1 - The company is focusing on enhancing its logistics capabilities through the implementation of AI technology [1] - The tech chief highlighted the importance of AI in improving operational efficiency and streamlining processes within the corporation [1]

The Trump administration is considering a temporary waiver of the Jones Act to enable the smooth transit of energy and agricultural shipments between U.S. ports, Reuters reported on Thursday, citing a statement by Press Secretary Karoline Leavitt. The decision is yet to be finalized, according to the report. However, seven maritime labor unions have criticized the proposal, arguing that gasoline prices are primarily driven by crude oil prices, not shipping costs, reported the publication. White House did no ...

Group 1: Market Overview - The XJO index has seen a decline from a record high of 9,200 points to around 8,600 points due to geopolitical tensions following US and Israel's actions against Iran [2] - A surge in shipping insurance and disruptions in oil flows through the Strait of Hormuz have created a shipping crisis reminiscent of the COVID-19 pandemic [4] - Brent crude prices have risen above US$100 per barrel, contributing to expectations of rising interest rates from Australia's Big 4 banks and US investment banks [5] Group 2: Company Developments - Australian mattress company Koala plans to IPO next month despite the ongoing cost of living crisis and high interest rates, raising questions about the timing of this move [9] - Lynas Rare Earths has secured a deal with a Japanese-government-linked entity to supply thousands of tonnes of neodymium annually until the late 2030s at a price floor of US$110 per kilogram [10] - BHP Ltd is facing deteriorating negotiations with China over iron ore prices, while Rio Tinto is grappling with demands for higher payments from Mongolia's new government [10] Group 3: Trading Trends - A significant increase in retail traders participating in oil trading was noted when prices surpassed US$110 per barrel, indicating a blend of speculative and legitimate trading activity [10] - Gold prices have shown a tendency to dip whenever oil prices rise, suggesting a dynamic trading environment among commodity traders [10]

Core Viewpoint - Navigator Holdings Ltd. has filed its Annual Report on Form 20-F for the year ended December 31, 2025, with the U.S. Securities and Exchange Commission, highlighting its position as a leader in the liquefied gas transportation sector [1]. Company Overview - Navigator Holdings Ltd. operates the world's largest fleet of handysize liquefied gas carriers and is a global leader in the transportation of petrochemical gases, including ethylene, ethane, liquefied petroleum gas (LPG), and ammonia [4]. - The company owns a 50% share in a joint venture for an ethylene export marine terminal located at Morgan's Point, Texas, on the Houston Ship Channel [4]. - The fleet consists of 55 semi- or fully-refrigerated liquefied gas carriers, with 24 capable of transporting ethylene and ethane [4]. - Navigator Gas plays a crucial role in the liquefied gas supply chain, providing efficient and reliable transportation services that connect energy companies, industrial consumers, and commodity traders [4].

Total container traffic though the Port of LA in February rose nearly 3% as importers brought in goods ahead of the Lunar New Year, when many Asian factories pause production https://t.co/GmoxVGDpSs ...