Section
Oil and Gas
893 posts
Canada’s Energy Handcuffs: A Crisis of Our Own Making
There’s an old saying about not biting the hand that feeds you. Yet, in the latest chapter of…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Borderline Reality: U.S. Tariff Threat Looms Over Canada’s Economic Backbone
"Tariffs rarely provide sustained net economic benefits, especially in closely integrated countries like Canada and the U.S." –…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
The Middle East, and Oil
Global oil markets are working through many disruptions. by Carl Tannenbaum, Chief Econmist, Northern Trust Jimmy Carter turned…
Mid-Year Outlook: Seven Questions That Could Shape Markets in the Second Half of 2024
by Kevin McCreadie, John Christofilos, Bill DeRoche, Rune Sollihaug, David Stonehouse, Stephen Way, AGF Investments Members of AGF…
Energy stocks, surprising leaders
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the YTD strength of…
Commodities And The Boom-Bust Cycle
by Lance Roberts, RIA It is always interesting when commodity prices rise. The market produces various narratives to…
Empowering AI
by Carl R. Tannenbaum, Chief Economist, Northern Trust AI adoption will dent the fight against climate change. By…
Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
Energy Stars Align
by Jeremy Lin, CFA, Portfolio Manager, Purpose Investments The oil market has been interesting lately and, to the…
Hot Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman We…
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…
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…
Energy Magicians
by William Smead, Smead Capital Management Dear fellow investors, Close your eyes and imagine the elimination of gasoline-powered…
Oil Stock Disconnect
by William Smead, Smead Capital Management Dear fellow investors, Some very peculiar price action has been occurring in…
