Tuesday, 3 November, 2020, American Election: As International Businessmen, We Present Our Analyses, For Those Prudent: Where The Future Winners Will Be, And Advise Where, And When, Others Should Discard ‘Losing Cards In Their Hands’.

The coming, election in America, will offer some Industries,  Investors, and even Countries, Improved Benefits and Profits, thereafter.  Current Investors and some other Countries may find: “The Future May Not Bode Well”; As to those Industries and locations where monies are presently committed, adjustments will be needed.

For our Subscribers, gain from our analyses of businesses, countries, and industries that will be moving ahead in 2021; this due to results of the coming election. We foresee the ‘shackles’ of many decades of ‘Special Interest Groups’ conniving [lead by the Puppet Masters’ Masters] being removed. That constant economic burden to America, being made effete, will provide opportunities for growth, seldom seen. As to other industries, that have historically prospered due to the ‘graft’, one may want to ‘Short their stocks’.

Reality: Beyond the horizon, many changes await, for America. A word to the Wise is sufficient.

World Shipping Industry: For Captains And Crews There Are No “Safe Harbors” For Free And Ready Transits Home

The current Covid 19 [CV19] pandemic has spawned a ‘Social Pandemic’, we, who, for many decades, closely follow ‘Merchant Shipping’, have never seen before. It is a situation of government leaders deciding not to allow crew transits from ships to shore for egress to other nations; for CV 19 contamination reasons. Evidencing much ineptness of logical thought, these government leaders disregard the facts of crews being isolated during their voyages and are NOT carrying CV 19 with them. These ‘situations’ offer: “The crews are not contaminated; people on shore may well be. Ergo, the crews face the risk of contracting CV 19 [not the other way around].”

Furthering the ‘Contamination Concept’ we wonder how many “Ship Chandlers” outfits have been closely tested and or quarantined; this, for their interfaces with both ships’ crew-members and supplies coming in-bound off the ships, goods for later re-sale to other ships, to their organizations? We have heard of none. Perhaps because they are ‘Locals’, governments’ Ports Authorities have deemed them “In-contaminable’?

Going ‘up the ladder towards the bridge’ there are many “middle-men” who are responsible for ships’ crew’s employment. It appears to us they have done next to nothing, on a macro-level, to put pressure to bear on their governments to de-escalate the ‘Slave-Labor (Voluntary, turned to Involuntary Servitude) being ‘stuck aboard ship’ for months.

Upon the bridge, ship-owners, bankers, investors, et al have acted with ‘Effete Dynamism‘ in solving this crisis to crews. As the adage states: “What goes around, will come around.” A dearth of enthusiastic crew members makes for a greater potential of: Cargo mis-handlings; Crew Injuries; Fires; and Sailing Mishaps.

It is our opinion that it is well likely that Maritime Insurance costs will rise, as maladies start occurring at a greater rate in the industry. As many crew members decide to change careers or retire earlier, “newbies” who enter the business will make a greater incidence of errors; leading to many of the aforementioned problems. There is no substitute for experience. As International Businessmen, we would think that at the present moment, many Insurers in Hamilton, London, New York City and others, would be taking a serious look at potential risk exposures brought about mainly through ineptness of decisions and dearth of training.

The other adjoining group that should be closely reviewed are the ‘Ship Registrations’. We have not seen a great deal of progress by any of them to conjoin with each other and quickly solve this ‘Humanitarian Issue’ for ship crews. “Why Not”, we ask. Is it that managements of such registries ‘do not have a clue’ to solving problems? They do have a responsibility to regulate those vessels under their purview.

Due to “Supply Chain” conundrums, we find it amazing that the world Main Stream Media, has largely ignored this vital industry’s current dilemma. If goods cannot be transferred from the manufacturer to the wholesaler; then, goods from the wholesale to the retailer to the customers, are a mere hologram. Who outside of “Bloomberg” clearly presents this dilemma to the public? We, as analysts of all types of shipping everywhere, are familiar; the “Men and Women of the world” are not. They will be irate when they cannot locate that which has NOT been shipped to their favorite stores. Is not this subject newsworthy?

Reality: The severity of a Pandemic is exacerbated by multiple very poor decisions, by many, in various ‘arenas’, that have portrayed themselves as omniscient; their decisions are substantively ‘Chalcopyrite’ [Fool’s Gold].

Reference: https://www.bloomberg.com/features/2020-pandemic-shipping-labor-violations/?srnd=premium

“Bolts Out Of The ‘Black'”: Lightning Megaflashes

The United Nations’ World Meteorological Organization [WMO], reported a 700+ kilometers [435+ statute miles] long, lightning megaflash. This behemoth of energy flow occurred in Brazil on 31 October, 2018. Elsewhere, there have been other impressive bolts.

Previously, ground mapping stations were utilized to review lightning strikes. However, spatial considerations, among other factors, provided the impetus for building ‘special-task’ satellite-imaging craft; these for lightning flow assessments. Now, both distances traveled, as well as energies-released measurements, can occur over wider expanses. By utilizing both ground and space systems conjointly, precision is attained.

The ‘macro-geometric’ measuring capability should allow meteorologists, far and wide, the ability to evaluate lightning in a manner not possible just a few years ago. Satellite technology provides three-dimensional measuring capability, on a multi-nation scale, in many areas of the world.

A sailor, ‘Top Side’ on a merchant ship, [be it a ‘Bulker’, ‘Container’, L.N.G., or, Oil Tanker] may be standing at a height of 10 meters above the water line. His ‘visible horizon distance” is 11.3 kilometers [7.0 statute miles] in good weather. Ergo, he would never see that which could strike him, from far beyond the horizon, until it was far too late. Now, a ship ‘radarman’ must be aware of the aforementioned, great striking distance of lightning; and thereby alert any crewmen ‘on deck’. This new information from the WMO, may be life-savers.

One might consider what long-term economic impact this technology will have for the Insurance industry, for one. To know: the probability of such electrical events occurring; when, during the year; of what intensities and durations; over which geographic areas, will be invaluable to Insurers and Re-Insurers. With such knowledge: Actuaries can establish insurance rates; customers may find it economically advantageous to minimize property losses. They might by installing preemptively, electrical storm mitigating technologies [as have been long-required on ships]; this would certainly benefit the Insurance Industry. [There may be many smiling faces in Bermuda.] Those who wisely invest in Insurance Companies’ stocks may also be elated by increases in profits.

Reality: Understanding Mother Nature, is for wise men, a roadway to comprehending, and obtaining cost-mitigating efficiencies; this, for business and personal profits.

Reference: https://www.ibtimes.com/700-km-brazil-megaflash-sets-lightning-record-un-3000889

Sydney, Australia River Is “Pretty” Polluted; A Ecologic Wake-Up Call For All

A surprised Sydney, Australia resident witnessed an aesthetic “Mauve” coloration of the Duck River, which flows through a portion of the city. Viewing a lack of bird and other animal life, people were concerned about the formerly muddy-brown water flow.

Fortunately for fauna and flora, in and abutting the Duck River, no apparent damage has been reported. However, one may presume that minimally, the aquaculture in the river have been affected negatively, by the unknown chemical[s]. Officials have yet to identify the miscreants and bring them to justice. The fact that the Duck River is slowly transitioning back to is muddy-brown mode is good.

ANY entity dealing with chemicals has to realize the possibility of contamination by the chemicals, accidentally or not. Since ‘Ignorance’ is never a viable excuse for contamination, we suggest an approach to those who may be found responsible. We would advocate a “No Bite, No Fright” rationale for the adjudicator to utilize in evaluating all of the evidence. A punishment with a ‘Strong Gavel’ may persuade others to be law abiding. In this Duck River case, we think that since the contaminator did not contact the authorities regarding this substantial area ‘dirtying’, he, she, or they, should pay the price: a substantial fine and incarceration might be attention- gainers for others too.

Reality: The price of contamination by a few, should never have to be paid for by ‘Mother Nature’.

Reference: https://www.smh.com.au/environment/sustainability/no-sign-of-purple-rain-so-what-turned-sydney-creek-a-vivid-mauve-20200613-p5528v.html

☆ Super Yachts’ Other Big Advantage: Business Privacy From Government “Snoopers”

News Analysis: Super Yachts’ Other Big Advantage: Business Privacy From Government “Snoopers” is discussed Privately now in many planned New-Build Yacht Projects of which we have been asked to install our “Mega-Temp™” Insulation. As Americans realize “The Walls Have Ears”, they and other International Businessmen want to purchase Super Yachts so their thoughts remain their thoughts (not transmitted by the Government to other Corporations, as many people know).

Since “Mega-Temp™” Insulation is used also a Acoustic Insulation as well as for its renowned Thermal Insulation Abilities (especially for Solar Radiation Shielding), Super Yacht Buyers want the Best Technology available (not 1930’s Type Insulations Systems).

Super Yachts allow their Owners some of the Finest Privacy Possibilities in the World, As such, the expected growth of Super Yacht Fabrications can only increase as other data gets revealed about Commercial Espionage dressed as “Looking For Terrorists Behind Every Bush In The Entire World” by Foreign Governments.

Reference: http://www.rivieratimes.com/index.php/business-article/items/tide-has-turned-for-superyacht-industry.html

☆ Global Warming?: America’s Lake Michigan Is Covered With A Record Amount Of Ice

News Analysis: A Record 90% of Lake Michigan is covered in Ice. In Mid-February, ALL the Great Lakes were covered in Ice. One might ask: “If Politicians keep bantering about Global Warming, as they certainly do, does it not take substantially colder temperatures to Cause 90% Ice Coverage (a Record); this  over ALL of the Great Lakes?”

Perhaps an “Oxymoron” would be the best delineation for ‘Global Warming’s Record Icing’.

Many Scientists think the Natural “Ebb and Flow” of the Earth’s Temperatures, which have proven to Historically have happened (evidenced through Biologic and Geologic Examinations) should merely be referred to as “Climate Change”. 

The Connotative Suggestion in “Global Warming” is both Conclusive And Directional. The Denotative Value of “Climate Change” is Objectively Descriptive.

As important as the Earth’s Temperature is, Emotionalized Pronouncements by Politicians and their Mass Media Minions does NO Good Service to this Subject. “Phony Causality” Benefits NO Thinking Individual. 

Reality.

Reference: http://tinyurl.com/pvayfjn

★ Shipyards Which Provide Financing For New-Buildings Create Vessels For Customers

News Analysis: Since Commencement of the World Recession of 2008, Shipyards Which Provide Financing For New-Buildings Create Vessels For Customers; those which Don’t, Won’t. The several Fine and Very Capable Shipyards in Finland have been experiencing this reality for half a decade by losing Bids to other Nation’s Ship Yards or have been losing existing Contracts to the same.

Investors with some foresight may see many Opportunities to provide Funds for New-Buildings in Finnish Ship Yards. Rather than worrying about not knowing the difference between a ‘Plimsoll Line’ and a ‘Poop Deck’, they should understand that the Vessel’s Value may be the Security for the Loan, in some Agreements; in others, the Ship Yard Real Property and Facilities may also Secure The Loans. The important thing to remember is: “The World Belongs To The Aggressive, Make the Entire World Your ‘Oyster of Investment'”. The typical Financing Rates of “LIBOR +” are very worthwhile.

Seek out Experienced Professionals who can objectively evaluate New-Building Projects as to ‘Risk/Reward’ Valuations. Let your New-Building Investments be like a Sailor’s “Red Sky At Night”.

Reality.

Reference: http://tinyurl.com/lu2ggg7

Ship Owner “Zim” Needed “Forward Looking Business Radar” For New-Building Purchases

News Analysis: Vaunted Zim Integrated Shipping Services (Zim) in 2007 purchased FOUR New Ships for construction by Korean Shipyards. As the World Economic Collapse occurred JUST A FEW MONTHS LATER, it appears Management did Not See the Approaching “Economic Iceberg”. ‘Zim’ posted deposits for the four Vessels of $68+/- Million Dollars with the Ship Yards (Monies the Korean Ship Yards keep now).

The obligation to ‘Zim’ would have been $1.5 +/- Billion dollars if the Ship Keels had been laid (Vessels, Associated Costs, and Interest Charges). Fortunately, for ‘Zim’,  postponement of Keel Laying worked to its advantage.

The Ship Yards now charge $100 Million Dollars per Vessel for the $170 Million Dollars they had charged ‘Zim’ in 2007  (the Price Effects of “Supply and Demand” then and now).

“Zim” still has a “Sisyphus” set of Financial Debt Hurdles to overcome.

Over-Confident Ship-Line Owners can learn that “While Money is Important for Success in Shipping; Prescience is Better”.

Reality.

Reference: http://www.globes.co.il/en/article-zim-loses-68m-deposit-for-cancelled-ship-purchases-1000915292

Peru and Chile: Two Countries In A Mutual Dispute Become Two Winners To Salute

News Analysis: Peru and Chile have received a Ruling from the International Court of Justice, in the Hague,  regarding Maritime Boundary between the two Countries. Of the 38,000 km2 (14,672 mi2) in question, 22,000 km2 (8,494 mi2) went to Peru and 16.000 km2 (6,177 mi2), which was closer to shore, benefited Chile.

The best aspect of this arrangement is that it will allow two friendly abutting Nations to enjoy the Maritime Wealth of these stipulated portions, without question.

Both Chile and Peru have Wise Leaders who realize that Cooperation Outperforms Conflict Every Time.

Investors should consider putting some monies into these Two Countries for attainment of Long Term Financial Diversification. Both Countries offer many Business Opportunities to those with Foresight.

Reality.

Reference: http://www.peruviantimes.com/29/peru-starts-implementation-of-new-maritime-border/21411/

☆ ‘Fools’ Who Choose To Cruise, November Through April, Can Be “Rewarded” With Norovirus

News Analysis: The U.S. Center For Disease Control states  that 80% of Norovirus Voyage Cases occur on Cruises from November through April. This temporary Debilitating Disorder evidences itself by causing Cramps, Diarrhea. Muscle Aches, Nausea, and possible Vertigo in Passengers. It is spread by Infected Crew and/or Passengers on everything they touch. Some Physicians are of the opinion that Coughing and the breaths of the ill may also spread the virus.

There is a very interesting aspect of being in Close Proximity to Others on Voyages, and contracting this disorder, during the SAME November through April Time Frame. People Flying in Aircraft FOR HOURS and SITTING RIGHT NEXT TO OTHERS, typically DO NOT have reports of Mass Illnesses like Cruise Ship Voyages;  which have now become Common Events!

“Semi-Belligerent” Passengers on Aircraft (as stated in Newspaper Reports)  are ready to report their Slightest of Grievances readily to Airlines and Governments about their flights; so one would expect Illness Reports during November through April to be prodigious if these were the cases (which it is not). Instead, “Happy Cruise Passengers” become less so with the onset of Cramps and Diarrhea they experience while at sea.

If one thinks about it, National Bus Riders and Railway Passengers should also be afflicted with Norovirus; it appears they are not.

Perhaps something else is at work causing this Obvious Factual Disparity.  It may be that the various Cruise Lines  are doing a dismal job of  their Crews’ Health Screenings to save  money in a very competitive Industry, as some people think.

Travel Planners need to put their “Thinking Caps On” as to the Healthiest Way to take a Vacation. Obviously Cruise Ships, from November through April, are not it.

An Ounce of ‘Selection’ is worth a Pound of Cure.

Reality.

Reference: http://www.ibtimes.com/what-norovirus-faq-about-common-cruise-ship-illness-1549066