The Baltic Dry rebounded hard in February and the bulls pounded the table on it despite the market collapse. Well, now the tables have turned and the market melts up while the Baltic Dry Index collapses. Is global growth weaker than we think? Will the BDI lead the market lower?
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.