Section
Oil and Gas
914 posts
Hormuz Reopening Won't Mean Immediate Normalization
Broken supply chains will need time to heal.
Succeeding Unconventionally
by William and Cole Smead, Smead Capital Management John Maynard Keynes published his famous title The General Theory…
The Clock Underground
Iran's Oil Fields Face a Damage Threshold That No Ceasefire Can Reverse
BMO's Brent Joyce: The Smartest Thing You Can Do in a Geopolitical Crisis Is Also the Hardest
Markets don't wait for certainty. And neither, it seems, does Brent Joyce. On a recent Monday morning already…
The Bull Market Nobody Owns — And Why It's Just Getting Started
Meb Faber on Regime Change, the Concentration Trap, and the Portfolio Built for What Comes Next
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
A Fragile Pause Meets Its Biggest Test — Our Weekly Digest April 20, 2026
Forward-looking analysis of this week's most important investment themes The central tension we’re watching entering the week of…
Behind the Charts: Is the Energy Trade Running Out of Fuel?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Energy equities have surged to historically strong…
When Cannons Fire, What Does Your Portfolio Do?
Man Group's Henry Neville Builds the Case for a Permanent War Hedge — and Finds Some Uncomfortable Anomalies Along the Way
The Quest for Energy Independence
Energy scarcity is back, and its consequences may endure.
The Floating-Rate Bond Nobody Knows They Own: Cole Smead on the Canadian Oil Patch
Most investors, if pressed, could not explain the difference between a Permian frack well and an oil sands…
Cole Smead: Mania, Margins, and the Case for Canadian Oil
Listen on The Move A deep-dive into capital cycles, market manias, and why the next decade of…
The World Has Shifted — And So Should Your Portfolio
Schroders' March 2026 Equity Lens lays out a compelling, data-rich case for why the old playbook no longer applies
Timmer: Tangled Web
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Week 3 is about to…
The Chokepoint That Unmasks Fifty Years of False Security
Carlyle's Jeff Currie and James Gutman argue the Strait of Hormuz closure is not an energy crisis — it is a civilizational stress test. The world, they warn, has never been more exposed.
Schwab Market Perspective
Our point of view on recent market and economic activity.