Section
Oil and Gas
883 posts
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…
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...
Europe’s turn to liquefied gas
by Maurice FitzMaurice, Research Analyst & Portfolio Manager, Equity, Fidelity Investments The timeline for how LNG could play…
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
Energy Desperados
by William Smead, Smead Capital Management Dear fellow investors, Desperado Why don’t you come to your senses? You’ve…
Bear Traps Report: What will give the hard asset - value equity thesis real, sustainable legs?
Copyright © Larry McDonald
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…
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…
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…
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…
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…
Energy Markets in View
by Frederick Fromm, CFA, Franklin Templeton Investments Commodity Markets in Disarray Commodities have been soaring since the second…
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,…
Conflict and Commodities
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, and Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger…
JPM: Oil Producers, on your marks. Get set. Grow.
Copyright © J.P. Morgan
The Reincarnation of Fossil Fuels?
by Niels Clemens Jensen, Absolute Return Partners I never saw a bureaucracy produce a single barrel of oil.…
