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coal

Coal in Your Stocking: Hypocrisy, Senility or Common Sense?

An excerpt from “Coal in Your Stocking: Hypocrisy, Senility or Common Sense?” At lunch last week with former colleague and Wall Street writer/editor Bill Johnsen, the topic du jour was Warren Buffett’s Berkshire Hathaway (BRK.A) purchase of Burlington Northern Santa Fe (BNI). Bill wanted to know if I thought the acquisition was an act of […]

Be On The Lookout….

Tomorrow I will be publishing an interesting piece on TheStreet.com’s Real Money section titled “Coal in your stocking: hypocrisy, senility, or common sense?”  The piece discusses Mr. Buffett’s recent acquisition of BNSF, and highlights his indirect bet on coal.  The piece also highlights some trading ideas in the coal and railroad sectors that you may […]

Lehman’s Impact on the BDI & Shipping (Then & Now)

In retrospect, the widespread panic that engulfed the world’s financial markets after the fall of Lehman Brothers may have been somewhat overblown considering the actual long-term impact of the event, which was significantly mitigated through innovative monetary policy.  But at the time, this did not prevent an almost immediate shut-down of credit markets around the […]