Section
Oil and Gas
885 posts
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…
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...
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…
The Real Enemy is Oil Geopolitics
by Hubert Marleau, Market Economist, Palos Management September 8, 2023 The docket of economic prints was sparse last…
An Update On Energy-Related Stocks
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck Today's blog post…
Energy Investors are Jaded
by Cole Smead, Smead Capital Management Dear fellow investors, My colleague Albert Starshak and I headed to one…
Marko Papic: War and Peace, Crime and Punishment, and... The Idiot
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
Commodities: No Longer A Crude Shock
by Vaibhav Tandon, Senior Economist, Northern Trust Volatile input prices have been a major inflationary force. The efficient…
Buy Energy. I am.
by Cole Smead, Smead Capital Management Dear fellow investors, In October 2008, Warren Buffett penned an op-ed in…
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…
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.…
