Armada Intelligence
Archive for: January, 2012

Business Intelligence Brief: January 25, 2012

No Housing Panacea The housing sector remains troubled and there is not much in the way of immediate relief available. The facts are pretty stark even four years past the development of the housing crisis. The mortgage giants that once functioned as quasi-independent entities are now fully government owned and their obligations are the obligations [...]

Was the Keystone Decisions Really as it Seems?

keystone pipeline

The standard story as far as the rejection of the Keystone pipeline project is that this was big oil vs. the sturdy environmentalist. The problem with that narrative is that it doesn’t really seem to hold true given all the other issues that are swirling around in this election year.   The pipeline was supposedly [...]

Score One for the Internet Community

google blackout

The issue is as old as creative content itself. How does the person or company or institution that creates some form of intellectual property defend against those who would appropriate that content with paying the creator? You write a song and anybody can sing it, listen to it and perform it. How does one keep [...]

Just a Quick Note on Trucking Capacity

Trucking

It is a little frustrating when we hear Wall Street analysts talking about Class 8 truck orders and the ability of a trucking company to afford the assets to be able to “bring on capacity”. Understand this [This content is for MEMBERS ONLY. Please click Subscribe in the upper right corner to continue.]

Auto Part Imports Increase for 25th straight month

import auto parts

In November auto part imports rose 16 percent year-over-year, which was the 25th month in a row the sector had shown an increase. Through November 2011 imports were up 23 percent over[This content is for MEMBERS ONLY. Please click Subscribe in the upper right corner to continue.]

Business Intelligence Brief: January 24, 2012

The Plot Thickens That is probably a little too extreme as far as headlines are concerned but it is tough to resist making some inferences based on the comments and observations coming from the Obama White House. It is not even all that sinister from a big picture point of view. It has been revealed [...]

China Looks for Bargains in Euroland

money - china

What happens when one nation or region has a slug of cash and another region or nation is struggling financially and has seen prices plummet? Europe should know the answer to this query as they have been the cash rich region exploiting the bargain opportunities all over the world. Those days may come again someday [...]

Viewpoint: If the Economy has “bottomed” – is this the worst news possible?

empty pockets

I was taught to think like a chess player, understand cause and effect and look several steps forward thinking about actions/reactions. So, it may come as no surprise to many of you that I’m going to challenge you on a Friday – with regard to oil prices and some stretch thinking.   Here’s my thought: [...]

Is This What the Strategic Oil Reserve is For?

White House Landing

A few months ago the Obama administration created a storm of controversy when it opened up the strategic oil reserve for no apparent reason. The price of oil had gone up in response to the uneasiness created by the Arab Spring but oil analysts were pointing out that there was no real supply situation to [...]

Design for Container Ship with LNG Engine Approved

LNG plant

Bureau Veritas recently approved a design for a 14,000 TEU capacity container ship that would run on Liquefied Natural Gas. The design was developed by BV in conjunction with Daewoo and CMA CGM. The ship would benefit from significantly[This content is for MEMBERS ONLY. Please click Subscribe in the upper right corner to continue.]

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