Section
Oil and Gas
967 posts
Atoms Over Algorithms: GMO's Case for Rebuilding America's Industrial Core
Hamilton's Ghost Sam Klar, portfolio manager on GMO's Focused Equity team, opens his November 2026 note, Investing in…
The Pause Before the Push
Jeffrey R. Thompson, Chief Executive Officer of Donoghue Forlines1, opens the firm's October 2026 commentary with a market…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
Where Conviction Meets Its Price: BMO GAM's Adatia on AI, Oil, and the Mega-Merger Markets Are Watching
In his weekly commentary dated October 26, 20261, BMO Global Asset Management CIO Sadiq Adatia confronts a question…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
When scarcity meets electrification: Why critical resources are becoming strategic assets
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson As electricity demand accelerates, investors are increasingly focused on…
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
Oil Reserves Are Getting Thin
Oil stocks can't replace oil flows forever.
Bad Inflation Cures Itself. Good Inflation Doesn’t
by Lance Roberts, RIA The economy is running bad inflation, and the bad kind is the temporary kind,…
Why One of North America’s Most Contrarian Investors Just Showed Up in Canada
Listen on The Move What if the most "diversified" portfolio you own is actually one of the…
Energy Leads, CNQ Delivers: The Technical Picture Behind a Standout Rally
by SIACharts.com Canadian Natural Resources ranks 3 out of 62 in the S&P-TSX 60 Index Report’s Favored Green…
Being Greedy When Mr. Market Doesn’t Understand
by Bill and Cole Smead, Smead Capital Management The year 2026 has shown that deeply out of consensus…
Canada's Sleeping Giant
Mark Carney bets energy infrastructure can hold a fractured country together
Crack Spreads: A Signal Beneath Oil Prices
by Kristian Kerr, Head of Macro and Investment Strategy, LPL Research Additional content provided by Brian Booe, Analyst,…
Beyond the Commodity Cycle
A white paper on the investment case for global resource companies in 2026.
ConocoPhillips Is Up 38% This Year—Can Its Rally Survive This Pullback?
by SIACharts.com ConocoPhillips is a global exploration and production company with a diversified Oil and Gas portfolio. Its…