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Cavalier Shipping insights on the current shipping finance market and recent events in the shipping space.
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Revisiting Dryships’ 2019 Take-Private: NAV Arbitrage vs. Timing the Cycle
You’ve probably heard this one before: An economist and his friend are walking down the street when they see a $20 bill lying on the ground. The friend bends down to pick it up but the economist says, “Don’t bother. If it were real, someone would have already picked it up.”
The 2025 Shipping IPO You Didn’t Hear About
With current uncertainty around global trade given the U.S. administration’s policy disruptions, now seems like an odd time for a shipping company to pursue a public listing in New York.
America’s Last Competitive Advantage in Global Shipping
There’s growing concern over America’s shrinking footprint in global shipping—but one strategic edge remains: Wall Street.
The End of an Era | John Fredriksen Exits Golden Ocean
With two fewer public shipping companies under Fredriksen’s control in a matter of months, speculation is growing. At 80 years old, is JF—the man known simply by his initials—strategically unwinding one of the most remarkable single-generation shipping empires ever built?