Section
Oil and Gas
922 posts
The Everything Code: Raoul Pal's Framework for Why Debasement, Not Inflation, Is the Number That Matters
by AdvisorAnalyst.com Editorial Team Raoul Pal opens with a diagnosis most working professionals feel but few can articulate.…
Market Ethos: IPOs, Oil and Gold
by Craig Basinger & Derek Benedet, Purpose Investments Conversations with investors during client events and advisors from one…
The UAE Walks Out: What OPEC's Fracture Means for Oil Prices
Bill O'Grady of Confluence Investment Management argues the cartel's shrinkage sets the stage for a structural bearish shift in crude — once the Strait of Hormuz reopens.
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Valero Breaks Out: Why VLO’s Technical Strength Is Turning Heads
by SIACharts.com Valero Energy Corp (NYSE: VLO) continues to exhibit strong technical characteristics, reflected in its SMAX score…
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
Energy stocks, last hedge standing
In this article, Russ Koesterich reflects on stock market strength amid current geopolitical unknowns and a lack of reliable hedges.
Energy Shock Expected to Hit Prices Harder Than the Economy
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
When Oil and Transports Point in Different Directions
by SIACharts.com The market is presenting a divergence that would typically raise concern. Oil is trading at near…
The Big Money Always Requires Faith
by Cole Smead, CEO, Smead Capital Management Dear fellow investors, Shell (SHELL NA) announced this week that they…
A Maelstrom of Factors in the Midst of a “Drôle de Guerre”:
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “It is plausible that the record-breaking rally…
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