Browsing Category
Oil and Gas
870 posts
Divergences in the Energy Patch
by Stephen Vanelli, CFA, Knowledge Leaders Capital Crude oil and energy equities have been on a tear for…
June 9, 2022
The Upside to Record High Gas Prices
by Frank Holmes, CEO, CIO, U.S. Global Investors If you’ve filled up lately, you’ve felt the pain. Gas…
June 5, 2022
Why Real Assets Are at an Inflection Point
by Steve Bonnyman, MBA, CFA®, Co-Head, Equity Research and Portfolio Manager, AGF Investments Inc. The world has been…
May 31, 2022
Europe’s turn to liquefied gas
by Maurice FitzMaurice, Research Analyst & Portfolio Manager, Equity, Fidelity Investments The timeline for how LNG could play…
May 17, 2022
Bear Traps Report: "On the doorstep of the first real panic-driven migration into hard asset in 40 years."
Copyright © Larry McDonald, The Bear Traps Report
April 21, 2022
Energy Desperados
by William Smead, Smead Capital Management Dear fellow investors, Desperado Why don’t you come to your senses? You’ve…
April 11, 2022
Bear Traps Report: What will give the hard asset - value equity thesis real, sustainable legs?
Copyright © Larry McDonald
April 6, 2022
Balance Is the Watchword with Commodities Exposure
by Vinod Chathlani, Portfolio Manager—Multi-Asset Solutions, Mark Gleason, CFA, Director—Multi-Asset Business Development, AllianceBernstein The highest inflation in 40…
April 1, 2022
Billionaires Elon Musk and Michel Saylor: Dump the Dollar and Buy Physical Things
by Frank Holmes, CEO, CIO, U.S. Global Investors Elon Musk recommends that investors own “physical things.” Own physical…
March 21, 2022
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
March 21, 2022
Are High Energy Prices Here to Stay?
by Dillon Culhane, CFA®, CPA, CA, AGF Management Ltd. Russia’s invasion of Ukraine has caused commodity prices to…
March 17, 2022
Just How Profound Are the Inflationary Impulses?
Adapted from TradingView.com featured contibutor/user digital_precision, published March 4, 2022 Have you noticed anything unusual about the prices…
March 8, 2022
Energy Markets in View
by Frederick Fromm, CFA, Franklin Templeton Investments Commodity Markets in Disarray Commodities have been soaring since the second…
March 8, 2022
Sell Energy Stocks? The Time May Be Approaching
by Lance Roberts, RIA Sell energy stocks? Such certainly seems counter-intuitive advice given high oil prices, geopolitical stress,…
March 3, 2022
Conflict and Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, and Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger…
March 2, 2022