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Sias in the news https://www.straitstimes.com/business/co...%3A04%3A27
The right apple to compare with a retail tenant renewing a 3 year lease imo should be an airline leasing airplanes
Hedging contracts in the markets have various duration short to long periods, allowing up to 20 quarters trying to stabilise cogs without regard to emergence of shale oil and revenue characteristics seems to indicate a fundamental flaw in their risk mgt
The right apple to compare with a retail tenant renewing a 3 year lease imo should be an airline leasing airplanes
Hedging contracts in the markets have various duration short to long periods, allowing up to 20 quarters trying to stabilise cogs without regard to emergence of shale oil and revenue characteristics seems to indicate a fundamental flaw in their risk mgt