Section
Oil and Gas
896 posts
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
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...
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.…
Energy Bandwagon and Bankers
by Cole Smead, Smead Capital In 2014, famed UK stock picker Terry Smith wrote a piece titled, Shale:…
Supply Concerns Send Oil Higher
by Andrew Huck, Schwab Center for Financial Research Oil prices continue to march higher as markets consider tightening…
