Concerning the financial markets

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Loosing trust in SaaS, at least for startups

Late last month it was announced Facebook would be shutting down Parse.  This came as a surprise from many as there wasn’t any indication Facebook was planning to change direction for Parse.  Looking at the decision in more detail makes sense however as Facebook is moving to consolidate around its
15 Feb 2016 Continue Reading

Signs of market stabilization… for now…

2016 has started off with severe volatility in the financial markets.   The downturn in Chinese equities has led to global contagion as the Shanghai Composite had two trading days end closed 7% limit down and forced Chinese financial regulators to dispose of their circuit breaker policy.  Additionally, the S&P has
26 Jan 2016 Continue Reading

Why Boeing actually cut 747-800 production

This past week Boeing announced they would be cutting their 747-800 production down to .5 frames per month.  For many analysts this came as no surprise - the latest jumbo jet has failed to gain traction since its EIS in 2011.  Even in the cargo market where it seemed to
24 Jan 2016 Continue Reading

The shadow war for natural resources

It might seem odd that during a time where nearly all commodities have seen double-digit declines in the past year there is an underlying push for investment and consolidation of these resources.  It’s no secret OPEC has fought to drive out US shale oil producers by flooding the market with
20 Jan 2016 Continue Reading

A look back at 2015

2015 was an exciting year for GFC and for the financial markets in general.  We covered a number of topics including the following articles which proved to be especially relevant: Tech fatigue:  As with any new Apple device, analysts were anticipating record sales and the possibility of the next iPhone
13 Jan 2016 Continue Reading

In review: The Big Short

The New York Times Best Seller “The Big Short: Inside the Doomsday Machine” by Michael Lewis hit theaters last month with much anticipation and populist acclaim from Hollywood.  GFC would like to provide a subjective review of the film for our readers who, have most likely either read the book
12 Jan 2016 Continue Reading

Why package delivery drones are a long way off

Amazon announced with much fanfare in 2013 their intention to develop and launch a drone delivery service. Two years later, drones have bumped 3D printers out of the technological limelight. Drones already make scheduled deliveries: DHL employs them to deliver medication to a North Sea island. And now Amazon has
2 Dec 2015 Continue Reading

Dollar Currently at Significant Inflection Point

GFC wanted to post this update on the U.S. Dollar to alert our readers on a high probability trading opportunity.  Last week the dollar rallied on light volume through the holiday week to approach the previous 2015 high at 100.39.   This has many dollar bulls excited, however optimistic sentiment toward
30 Nov 2015 Continue Reading

High aircraft utilization translates to robust on-line shipping

Many economists have expressed concern over the low peak season shipping levels, especially coming into the holiday season.  We commented on this observation last week and confirmed the downtrend in port activity with our Dry Cargo Index.  However many speculated this import slump might not reflect a poor holiday buying
26 Nov 2015 Continue Reading

Global dry cargo slump? Perhaps also beyond the U.S.

The Wall Street Journal recently published an article detailing the slowdown of U.S. port activity for the months of September and October.  These data indicate that during an otherwise typically busy time of the year, imports have declined at each of the three busiest seaports in the U.S.  Economists are
17 Nov 2015 Continue Reading