Section
Oil and Gas
896 posts
Energy and Natural Resources Market Notebook (2010-05-10)
Energy and Natural Resources Market Notebook (2010-05-10) Strengths Russia’s January to April oil output reached 165.3 million tonnes,…
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...
Emerging Markets Notebook (2010-05-10)
Emerging Markets Notebook (2010-05-10) Strengths South Korea’s exports climbed another robust 31.5 percent year-over-year in April, a sixth…
Canadians Just Don't Get It?
Canada is at the beginning of an economic transformation that could see it replace the Middle East as…
Neils Jensen: The Commodities Con
“There is a very easy way to return from a casino with a small fortune: go there with…
David Rosenberg: Ten Reasons for a Dose of Caution
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff Market Thoughts — Call…
Mark Mobius: A Green Brazil
Email this article | Print this article This article is a guest post by Mark Mobius, Franklin Templeton…
Slick Bankers, Oil Slicks, and Grease Greece
This article is a guest contribution by David Andrews, CFA, Director, Investment Management & Research, Richardson GMP Ltd.…
The Bond Roller Coaster
Investors have benefited over the past three decades from an unprecedented bull market in bonds since long-term government…
Index Summary and U.S. Equity Market Diary (5/1/2010)
Index Summary Diary (5/1/2010) The major market indices were down this week. The Dow Jones Industrial Index fell…
Energy and Natural Resources Diary (5/1/2010)
Energy and Natural Resources Market Diary (5/1/2010) Australia is one country to keep an eye on as an…
Emerging Markets Diary (5/1/2010)
Emerging Markets Diary (5/1/2010) Strengths South Korea’s GDP expanded 7.8 percent on a year-over-year basis and 1.8 percent…
The Six Key Drivers of Emerging Markets
April 23, 2010 by Frank Holmes, CEO, US Global Investors Emerging markets are changing the way the world…
Energy and Natural Resources Market Highlights (3/15/2010)
Energy and Natural Resources Market The source of this graph is IHS Herold. The securities identified in the…
Following up on Nordic American Tankers (NAT) one year later
One year ago, yesterday, I shared the transcript of the CNBC interview with Herbjorn Hannson, CEO of Nordic…
Robert Arnott: Lessons from the "Naughties"
By Robert Arnott and John West - Research Affiliates ROBERT ARNOTT, Chairman and Founder of Research Affiliates, LLC.…
