Section
Oil and Gas
893 posts
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Oil is probably not the market’s biggest threat
In this article, Russ Koesterich discusses the recent movement in oil prices and the commodity’s relationship to stocks within the broader economy
What Will 2025 Really Be Remembered For?
Louis-Vincent Gave’s Big-Picture View, Simplified
Energy: Global Excess or Shortage of Power?
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Oil moves on Middle East tensions, but other markets stay the course
by Invesco Global Market Strategy Office Key takeaways Middle East - Tensions remain high, but a sustained rise in…
Mirror-Image Quarters and Iran
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Resilient Markets, Resource Rethinks, and the New Relevance of Canada
AGF's Mike Archibald, Portfolio Manager, John Christofilos, Chief Trading Officer, Pulkit Sabharwal, Research Analyst, and David Pett, Producer, weigh in on oil, commodities, geopolitics, and Canada's evolving role in global capital flows.
The Market’s Misdiagnosis: Why Canadian Oil Is Mispriced, Misunderstood, and Marching Toward a Merger Boom
Let’s start with the obvious: Cole Smead is not Canadian, not an energy executive, and certainly not the…
Private Market Values in Energy
by Cole Smead, CFA, CEO, Smead Capital Management Dear fellow investors, The investors of Smead Capital Management believe,…
Oil - The Tax Cut No One's Talking About
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Oil prices have plummeted – down about 30%…
The Canada (Energy) Investment Opportunity
Canada's energy sector is poised for growth, with decades of oil and gas reserves, expanding export capacity, and strong free cash flow—watch now to learn why investors are taking notice.
Forget the Fed—The Smart Money Is Watching These Two Breakouts Instead
by SIACharts.com This week, U.S. stock markets experienced notable fluctuations, influenced by key economic data and the Federal…
Natural Gas is on Fire: The 106% Rally No One Can Ignore
by SIACharts.com Another week of trading is in the books, and we find the Natural Gas Continuous contract…
OPEC, Shale’s Twilight, and Canada’s Underrated Power Play
The world is awash in energy ignorance. Oil demand is at all-time highs. Inventories are scraping historic lows. And yet, the prevailing narrative...
