Section
Oil and Gas
896 posts
BofA Francisco Blanch: $80 is the New $60 for Oil
by Francisco Blanch, Chief Commodity and Derivatives Strategist, BofA Securities Research Copyright © BofA Securities
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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
Seven reasons to be positive in this market environment
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Global supply chain pressures are easing While still…
Gasoline Prices Are Falling, but at What Cost?
by Frank Holmes, CEO, CIO, U.S. Global Investors Gasoline consumers around the world, from families to businesses, have…
Cracking and Pivoting
by Stephen Vanelli, CFA, Knowledge Leaders Capital The President today asked Congress for a gasoline tax holiday to…
Oil Price Reversions – The Inevitable Outcome Of Recessions
by Lance Roberts, RIA An oil price and energy stock price reversion may be starting. The reason is…
Divergences in the Energy Patch
by Stephen Vanelli, CFA, Knowledge Leaders Capital Crude oil and energy equities have been on a tear for…
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…
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…
Europe’s turn to liquefied gas
by Maurice FitzMaurice, Research Analyst & Portfolio Manager, Equity, Fidelity Investments The timeline for how LNG could play…
