Browsing Category
Oil and Gas
857 posts
Deep, Wide Moats & The Art of Investing in Unwanted Assets
Listen on The Move Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a…
May 23, 2023
Is This the End of the Petrodollar?
by Frank Holmes, CEO, CIO, U.S. Global Investors While most investors were fixated on Jerome Powell & Co.…
March 26, 2023
Generational investment opportunity, Adapting portfolios for market & inflation volatility, ETFs & strategies
Recently, at the ETFInsight/Credo 9th Annual ETF Conference we had the honour and pleasure of catching up in…
December 27, 2022
Crude Tanker Rates Could Reach a Jaw-Dropping $200,000 a Day Next Year
by Frank Holmes, CEO, CIO, U.S. Global Investors Over the past 12 months, global container shipping rates have…
December 4, 2022
Turning Bullish on Energy
by John Mauldin, Mauldin Economics The Amazing Growth of Energy Consumption Peak Oil or Cheap Oil? Energy Reduces…
October 31, 2022
Another Supply Shock For Oil
by Carl Tannenbaum, Chief Economist, Northern Trust Renewed increases in energy prices come at a bad time in…
October 17, 2022
BofA Francisco Blanch: $80 is the New $60 for Oil
by Francisco Blanch, Chief Commodity and Derivatives Strategist, BofA Securities Research Copyright © BofA Securities
September 20, 2022
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
September 6, 2022
Europe's Struggles With Natural Gas
by Carl Tannenbaum, Chief Economist, Northern Trust Natural gas is difficult to ship, leaving Europe exposed to soaring…
August 31, 2022
Oil Investments Are Expected to Make this Texas University the Nation’s Wealthiest School
by Frank Holmes, CEO, CIO, U.S. Global Investors The University of Texas at Austin (UT), just a couple…
August 28, 2022
5 Reasons to Consider Buying Energy
by Ryan Detrick, Chief Investment Strategist, LPL Financial In general, some of the best investment opportunities come when…
August 25, 2022
Your Fibbey Sense
by Ellis Phifer, CFA, CMT, Managing Director, Fixed Income Capital Markets, Raymond James August 22, 2022 The Morning…
August 23, 2022
Goldman Sachs Commodity Watch: Irrational Expectations
by Jeffrey Currie, Goldman Sachs Copyright © Goldman Sachs
August 12, 2022
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…
July 25, 2022
Gasoline Prices Are Falling, but at What Cost?
by Frank Holmes, CEO, CIO, U.S. Global Investors Gasoline consumers around the world, from families to businesses, have…
July 10, 2022