tag:blogger.com,1999:blog-1258979445050968882.post4575399610013764389..comments2023-11-26T06:55:42.401-05:00Comments on [ The Financial Ninja ]: Baltic Dry Index: Amazing PlungeBen Bittrolffhttp://www.blogger.com/profile/12465978905157927856noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-1258979445050968882.post-3252101673847835302010-08-25T01:07:17.802-04:002010-08-25T01:07:17.802-04:00If you have been having no problems UGG Classic Sh...If you have been having no problems <a href="http://www.cheap-uggs-boots.com/ugg-classic-short/" rel="nofollow"><strong>UGG Classic Short</strong></a> in running or racing, it would be hard to recommend a change of shoe. It is difficult, if not impossible to improve <a href="http://www.cheap-uggs-boots.com/ugg-classic-short/" rel="nofollow"><strong>Classic Short Boots</strong></a> upon a situation in which all is going great. I would advise getting a few pairs of what seem to be your <a href="http://www.cheap-uggs-boots.com/ugg-classic-short/" rel="nofollow"><strong>Classic Short ugg boots</strong></a> favorite shoes before the manufacturer changes the shoe. Historically unannounced changes are often made by manufacturers. This can vary from a subtle change in the cushioning around the heel to a major <a href="http://www.cheap-uggs-boots.com/ugg-classic-short/" rel="nofollow"><strong>Classic Short uggs</strong></a> structural midsole change. Manufacturers have discontinued a model of shoe, only to resume production a few years later <a href="http://www.cheap-uggs-boots.com/ugg-classic-short/" rel="nofollow"><strong>ugg 5825</strong></a> with a line of shoes boasting the same name, but with completely different characteristics.Unknownhttps://www.blogger.com/profile/04818189792937002419noreply@blogger.comtag:blogger.com,1999:blog-1258979445050968882.post-61789704091455655832008-10-14T17:06:00.000-04:002008-10-14T17:06:00.000-04:001) Agree with Sev, keep Bulltards.2) I'm not sur...1) Agree with Sev, keep Bulltards.<BR/><BR/>2) I'm not sure you're reading the BDI drop correctly. By definition of the BDI, demand DID, in fact, fall that far, that fast. BDI is not an index of Dry Bulk Shippers, it is purely Dry Bulk Shipping rates. Thus, it is, by definition, demand, rather than a proxy for it (as would be the equities of such dry bulk shippers as DRYS, TOPS and others like FRO for non dry bulk shipping). The rates are what they are.<BR/><BR/>That said, a commodities equity bounce could very well be in the cards, though I don't think a bounce in commodities itself will play out very extensively . . . of course, you're the pro, not me.<BR/><BR/>-Mike JAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1258979445050968882.post-8393223849461885522008-10-14T16:48:00.000-04:002008-10-14T16:48:00.000-04:00Bulltards is perfect. Keep it!Bulltards is perfect. Keep it!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1258979445050968882.post-44519971015061366472008-10-14T16:28:00.001-04:002008-10-14T16:28:00.001-04:00What's a good vehicle for buying this thing Ben? D...What's a good vehicle for buying this thing Ben? DRYS? NAT?Vijayhttps://www.blogger.com/profile/12376645525363126901noreply@blogger.comtag:blogger.com,1999:blog-1258979445050968882.post-53908177744063113842008-10-14T16:28:00.000-04:002008-10-14T16:28:00.000-04:00Index just now getting back to where it was in ear...Index just now getting back to where it was in early 2006.<BR/><BR/>Talk about a bubble.quads4444https://www.blogger.com/profile/17372048427514880766noreply@blogger.comtag:blogger.com,1999:blog-1258979445050968882.post-9200965458524460972008-10-14T16:12:00.000-04:002008-10-14T16:12:00.000-04:00You know, people would accord you the degree of se...You know, people would accord you the degree of seriousness you deserve if you stopped with the stuff like "bulltards". That's just childish, and truly not befitting the quality of your analysis.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1258979445050968882.post-88978839031562344362008-10-14T15:40:00.000-04:002008-10-14T15:40:00.000-04:00"Wonder if the banks balking at honoring Letters o..."Wonder if the banks balking at honoring Letters of Credit could have any influence? Seems to me it would...."<BR/><BR/>My thoughts as well unscripted.<BR/><BR/>Ben - Is this not what the data suggests?Lilipop!https://www.blogger.com/profile/04406727006324966585noreply@blogger.comtag:blogger.com,1999:blog-1258979445050968882.post-48239668786373406822008-10-14T14:44:00.000-04:002008-10-14T14:44:00.000-04:00Wonder if the banks balking at honoring Letters of...Wonder if the banks balking at honoring Letters of Credit could have any influence? Seems to me it would....Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1258979445050968882.post-61613998345700371842008-10-14T14:29:00.000-04:002008-10-14T14:29:00.000-04:00Hedge funds did get called that fast however. We h...Hedge funds did get called that fast however. We have to wait for complete equity capitulation to see where the market in commodities truly stands.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1258979445050968882.post-75895939373554875692008-10-14T13:17:00.000-04:002008-10-14T13:17:00.000-04:00BenAmong the extraneous items affecting the BDI at...Ben<BR/><BR/>Among the extraneous items affecting the BDI at its peak was insufficient capacity at Chinese ports. Stories had it that waits to unload were up to a month long. The story wasn't strictly demand vs. capacity.Charles Butlerhttps://www.blogger.com/profile/00486529931043507880noreply@blogger.com