Be wary of self-proclaimed “analysts” on the internet

NOTE: During the writing of this post, the article/analysis that I’m referencing has been “removed from the site at the author’s request, due to an error in analysis.” Nonetheless, the comments still remain at the time of this writing and do make interesting reading. Hopefully the “analyst” that wrote the piece has learned a valuable, though clearly painful, lesson. As part of my role as an analyst in CTRM market, I spend much of my time talking with industry colleagues, reading news and digging around the internet to find the thoughts/opinions of knowledgeable experts in related fields.   During one of my web research efforts yesterday, I visited Seeking Alpha, a website that describes itself as “a platform for investment research, with broad coverage of stocks, asset classes, ETFs and investment strategy. In contrast to other equity research platforms, insight is provided by investors and industry experts rather than sell-side analysts.” Fair enough – its a research platform with content provided by experts and knowledgeable (assumed) investors. I landed on the site during a search to find out the current status of the first cargo of LNG to leave Cheniere’s Sabine Pass facility.  The article that caught my attention on the

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