Section
Oil and Gas
883 posts
Energy Bandwagon and Bankers
by Cole Smead, Smead Capital In 2014, famed UK stock picker Terry Smith wrote a piece titled, Shale:…
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...
Supply Concerns Send Oil Higher
by Andrew Huck, Schwab Center for Financial Research Oil prices continue to march higher as markets consider tightening…
Running a Fossil Fuel Business Isn't What It Used to Be
by Frank Holmes, CEO, CIO, U.S. Global Investors September 20, 2021 It’s becoming more and more difficult to…
Quail Pricing in Oil Assets
by Cole Smead, Smead Capital Management On the insistence from a friend and a colleague, I watched the…
BofA: Oil's All About The Benjamin
by Francisco Blanch, Warren Russell, et al, Bank of America Securities Brent prices should average $68/bbl in 2021…
Will the Energy Sector Evolve or Devolve?
by Susan Hutman, Director, Investment Grade Corporate Credit Research, Fixed Income Responsible Investing, AllianceBernstein Change in the White…
Why the Future Still Means Fossil Fuels, for Now
by Fred Fromm and Matthew Adams, Franklin Equity Group, Franklin Templeton Despite some news reports that suggest the…
MacroView – The Energy Rally Is Likely Premature
by Lance Roberts, RIA The rally in energy companies is likely premature. To understand why such may be…
Extraordinary Opportunity: Investing in the Great Energy Transition
While the environmental and economic threats posed by climate change are immense, the investment opportunities being created in the search for renewable power are equally unprecedented. It’s become evident that the great transition from fossil fuels to renewable energy stands to be one of the most important developments of the new millennium – for both investors and the planet.
Canada’s changing energy sector
by Craig Basinger, Derek Benedet, Chris Kerlow, Alexander Tjiang, Brett Gustafson, Richardson GMP Canada’s energy sector has gone…
Precious Commodities: Assessing Gold and Oil in the Pandemic Age
Dynamic Funds' Portfolio Managers, Robert Cohen and Jennifer Stevenson views on gold and oil, and positioning in the current economic climate.
Opus Virus: Destruction-to-Restoration-to-Reformation.
by Hubert Marleau, Market Economist, Palos Management What Happened In the Market Last Week: Everybody should know by…
Here’s Why 2/3rds of US Oil & Gas Companies May not Exist a Year from Now
by Bryce Coward, CFA, Knowledge Leaders Capital Energy companies are facing a life or death moment in 2020…
Oil Prices Fall Below Zero
by David Kastner, CFA, Managing Director, Senior Investment Strategist, Charles Schwab & Company Oil prices fell below zero…
U.S.-Iran Conflict: What It Means for Oil
by Dillon Culhane, AGF Management Ltd. Dillon Culhane discusses the impact on oil of the escalating conflict between…