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Oil and Gas
868 posts
Hot Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman We…
April 21, 2024
U.S. Tops the Global LNG Market Amid a Renewable Energy Boom
by Frank Holmes, CEO, CIO, U.S. Global Investors The U.S. is adding new renewable energy capacity at a…
January 8, 2024
The Energy Landscape: A Deep Dive with Doomberg
In a recent interview with Adam Taggart at Wealthion, the head of the anonymous collective known as Doomberg…
October 15, 2023
Energy Magicians
by William Smead, Smead Capital Management Dear fellow investors, Close your eyes and imagine the elimination of gasoline-powered…
October 12, 2023
Oil Stock Disconnect
by William Smead, Smead Capital Management Dear fellow investors, Some very peculiar price action has been occurring in…
September 19, 2023
The Real Enemy is Oil Geopolitics
by Hubert Marleau, Market Economist, Palos Management September 8, 2023 The docket of economic prints was sparse last…
September 10, 2023
An Update On Energy-Related Stocks
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck Today's blog post…
August 28, 2023
Energy Investors are Jaded
by Cole Smead, Smead Capital Management Dear fellow investors, My colleague Albert Starshak and I headed to one…
July 27, 2023
Marko Papic: War and Peace, Crime and Punishment, and... The Idiot
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
July 25, 2023
Commodities: No Longer A Crude Shock
by Vaibhav Tandon, Senior Economist, Northern Trust Volatile input prices have been a major inflationary force. The efficient…
June 27, 2023
Buy Energy. I am.
by Cole Smead, Smead Capital Management Dear fellow investors, In October 2008, Warren Buffett penned an op-ed in…
June 7, 2023
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