CMA Views Ms. Fisher’s Metals

To a packed and highly receptive crowd of 143 guests, Justine Fisher, Goldman, Sachs’ High Yield Analyst for Metals, Mining and Transportation, delivered an update on bulk commodities and shipping on the occasion of CMA’s first fall luncheon.

The title of the presentation, “After the party… A post-Olympics update on bulk commodities and shipping” was a double entendre. Would there be an after party or a hangover? On the edge of our seats, she gently let us down for the moment by saying that no one can say, as there are insufficient data points. Disappointment was quickly mitigated as she quickly jumped into her presentation and provided extensive data coupled with her insightful analysis giving everyone more than enough to think about.

To provide perspective, Ms

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