Section
Oil and Gas
883 posts
Commodities Snapshot
If you look closely at the charts for Natural Gas, Platinum, Copper, Silver, you can see that these…
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...
Baltic Dry Index: A Valuable Leading Indicator?
The Baltic Dry Index is a very important indicator of the health of trade globally, as it measures…
10-Yr+ US Treasury and Canada Yields Falling
During the December 1st liquidation of stocks, the yield on 10-Yr. US treasury securities fell to 2.81%, a…
'Encouraged by a wicked wizard, Greenspan, Bernanke toils at his printing press'
The Guardian has published below, an insight-full essay by Hugh Hendry, CIO, Eclectica Asset Management. Hendry's brash and…
Must-Read China Reading: World Bank Quarterly
If you read one thing on China this week/month/quarter/season, let it be the new World Bank China Quarterly.…
Bill Ackman: Pershing Square Q3 2008 Letter
Pershing Square Q3 2008 Investor Letter by Bill Ackman, November 15, 2008 at 11:44 pm These are extraordinary…
ScotiaMocatta: Precious Metals Forecast 2009
ScotiaMocatta has put out an an informative report, published November 20, 2008, "Precious Metals Forecast 2009." Here is…
Mr President: spend, spend, spend
The United States is ready to roll towards prosperity, if a good hard shove can be given in…
McCulley: The Paradox of Deleveraging will be Broken
Paul McCulley, Managing Director and Portfolio Manager, PIMCO, earlier this year wrote a landmark discussion piece titled, "The…
Hendry: Going long on government bonds
By Hugh Hendry Published: November 19 2008 16:03 Someone once said there are certain things that cannot be…
Worst Oil Bear in Decades
The 53% decline in oil prices since September 22, 2008, without a 20% rally is the biggest since…
Donald Coxe: Barron's Interview
This week's issue of Barron's features an in depth interview with Don Coxe, Chief Investment Strategist, BMO Capital…
Donald Coxe: Post US Election Analysis
Donald Coxe and his colleagues at BMO Harris provided their post-election views following the Obama victory: Donald Coxe,…
Commodities Snapshot
A snapshot view of commodities reveals that they have all experienced some mild recovery at the end of…
Better To Be Late, Amid Credit Crises: Thomas Barrack, Jr.
Thomas J. Barrack Jr., billionaire and Founder of Colony Capital, which controls $39-billion in real estate assets, in…
