Section
Oil and Gas
896 posts
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…
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...
'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…
Commodity Snapshot
Judging by the way that commodities prices have literally been "drawn and quartered" since July, its obvious that…
Hendry: 10-20 Years to Recover Thanks to ECB
Hugh Hendry, CIO, Eclectica Asset Management told Power Lunch Europe that it will take 10-20 years to heal…
