Section
Oil and Gas
874 posts
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.…
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…
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…
Turning Bullish on Energy
by John Mauldin, Mauldin Economics The Amazing Growth of Energy Consumption Peak Oil or Cheap Oil? Energy Reduces…
Another Supply Shock For Oil
by Carl Tannenbaum, Chief Economist, Northern Trust Renewed increases in energy prices come at a bad time in…
BofA Francisco Blanch: $80 is the New $60 for Oil
by Francisco Blanch, Chief Commodity and Derivatives Strategist, BofA Securities Research Copyright © BofA Securities
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
Europe's Struggles With Natural Gas
by Carl Tannenbaum, Chief Economist, Northern Trust Natural gas is difficult to ship, leaving Europe exposed to soaring…
Oil Investments Are Expected to Make this Texas University the Nation’s Wealthiest School
by Frank Holmes, CEO, CIO, U.S. Global Investors The University of Texas at Austin (UT), just a couple…
5 Reasons to Consider Buying Energy
by Ryan Detrick, Chief Investment Strategist, LPL Financial In general, some of the best investment opportunities come when…
Your Fibbey Sense
by Ellis Phifer, CFA, CMT, Managing Director, Fixed Income Capital Markets, Raymond James August 22, 2022 The Morning…
Goldman Sachs Commodity Watch: Irrational Expectations
by Jeffrey Currie, Goldman Sachs Copyright © Goldman Sachs