Replies to post #2482 on Navios Maritime Holdings Inc. (NM)

[Ecomike]

I am hoping it is partly OPEX driven. Tomorrow is OPEX! The BDI rally may be seasonal!!!!!

But there are landmines ahead for sure. Elections for one. Liquidity drying up some is a problem. But there is a difference this time, many firms (outside of the BDI, like GE) have piles of cash this time and are not dependent on overnight cash loans like they were in 2008. M&A may take off again in some sectors.

Falling oil may help the shipping sectors, and airlines