Section
Commodities
617 posts
BofA Francisco Blanch: $80 is the New $60 for Oil
by Francisco Blanch, Chief Commodity and Derivatives Strategist, BofA Securities Research Copyright © BofA Securities
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
Is Europe Changing Its Tune on Nuclear Power?
by Frank Holmes, CEO, CIO, U.S. Global Investors Winter is coming for Europe, and energy prices are soaring…
Goldman Sachs Commodity Watch: Irrational Expectations
by Jeffrey Currie, Goldman Sachs Copyright © Goldman Sachs
JPM's Kolanovic: Increase Allocation to Commodities
by Marko Kolanovic, Chief Global Market Strategist, J.P. Morgan Copyright © J.P. Morgan
Seven reasons to be positive in this market environment
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Global supply chain pressures are easing While still…
Global Population to Hit 8 Billion this November. Here’s Where to Invest
by Frank Holmes, CEO, CIO, U.S. Global Investors Eight billion. That’s what the global population is expected to…
The Future of Food is Technology
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton In our new…
BofA Francisco Blanch: Fueling up Lithium: Demand increasing exponentially
Copyright © Francisco Blanch Commodity & Deriv Strategist, BofA Research
The Lowdown on Uranium, Lithium & Carbon w/ Nicolas Piquard
Listen on The Move Nicolas Piquard, Vice-President & Portfolio Manager with Horizons ETFs Canada, joined us to talk…
Larry McDonald: Beware of the Fed's Pawns
Copyright © Bear Traps Report
EV market: the path to a sustainable world
by Jason Zhang, Danny Jacobs, Piyada Phanapat, Julie Dickson, Capital Group KEY TAKEAWAYS Electric vehicles (EVs) are an…
Bear Traps Report: "On the doorstep of the first real panic-driven migration into hard asset in 40 years."
Copyright © Larry McDonald, The Bear Traps Report
Andrew Beer on Simplifying Managed Futures and Liquid Alts Exposure
Listen on The Move (audio only) Our very special guest Andrew Beer, has a fascinating background and career…
Bear Traps Report: What will give the hard asset - value equity thesis real, sustainable legs?
Copyright © Larry McDonald
