Section
Oil and Gas
916 posts
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.
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
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
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…