Section
Energy & Natural Resources
970 posts
Is AI slowing down the energy transition?
by BeiChen Lin & Constanza Valdez, Russell Investments Executive summary: AI (artificial intelligence) is an extremely energy-intensive technology.…
When Smart Money is Wrong
by William Smead, CIO, Smead Capital Management Dear fellow investors, We learned a long time ago that we…
Ninepoint Energy Update - September 2024
Upcoming CE Webinar – CE credits pending – Join Eric Nuttall, Senior Portfolio Manager at Ninepoint Partners as he shares his outlook on oil,…
Energy's Shifting Sands
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. While Canadian energy companies have proven resilient, the recent…
Tourmaline Oil Corp. (TOU.TO) - July 18, 2024 (Daily Stock Report)
by SIACharts.com Shares of energy company Tourmaline Oil Corp (TOU.TO) exited the Favored Green Zone of the SIA…
"Invert, always invert," said the late Charlie Munger
by Seamus Sullivan, Smead Capital Management Over the last four years, we have maintained that the U.S. middle-class…
LongPoint Unveils its Proposed First ETF Launch
LongPoint Asset Management Inc., led by Steve Hawkins, is poised to enter the Canadian ETF market with its…
Energy stocks, surprising leaders
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the YTD strength of…
Empowering AI
by Carl R. Tannenbaum, Chief Economist, Northern Trust AI adoption will dent the fight against climate change. By…
SIA's Paul Kornfeld: Buy the dip, or sell the rip? Are we at a turning point?
Listen on The Move In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation…
Energy Stars Align
by Jeremy Lin, CFA, Portfolio Manager, Purpose Investments The oil market has been interesting lately and, to the…
Revisiting Energy: How Rate Cuts Could Benefit the Space
by Quincy Krosby, PhD, Chief Global Strategist, Joshua Cline, Associate Analyst, LPL Research As the first quarter earnings…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
Fretting Over Freight
by Vaibhav Tandon, Senior Economist, Northern Trust The Red Sea is one of the saltiest and warmest seas…
U.S. Tops the Global LNG Market Amid a Renewable Energy Boom
by Frank Holmes, CEO, CIO, U.S. Global Investors The U.S. is adding new renewable energy capacity at a…
