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Energy & Natural Resources
960 posts
Energy Stars Align
by Jeremy Lin, CFA, Portfolio Manager, Purpose Investments The oil market has been interesting lately and, to the…
April 23, 2024
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…
April 19, 2024
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…
April 9, 2024
Fretting Over Freight
by Vaibhav Tandon, Senior Economist, Northern Trust The Red Sea is one of the saltiest and warmest seas…
January 15, 2024
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…
January 8, 2024
The Employment Situation Is Normalising, Bringing the “Immaculate Disinflation” Narrative Alive
by Hubert Marleau, Market Economist, Palos Management December 10, 2023 Fifteen years ago, macro commentaries were read by…
December 10, 2023
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
November 12, 2023
The energy transition, Part 1: A primer on the clean energy transition
by Paul Eitelman & Pierre Donga-Soria, Russell Investments Executive summary: A transition away from fossil fuels is likely…
November 2, 2023
Can Energy Stocks Stay Hot?
by, Mike Archibald, CFA®, CMT, CAIA, VP & Portfolio Manager, AGF Investments Inc. As we near the end…
October 29, 2023
The Energy Landscape: A Deep Dive with Doomberg
In a recent interview with Adam Taggart at Wealthion, the head of the anonymous collective known as Doomberg…
October 15, 2023
Energy Magicians
by William Smead, Smead Capital Management Dear fellow investors, Close your eyes and imagine the elimination of gasoline-powered…
October 12, 2023
Energy Prices Are Creating Discomfort
by Carl R. Tannenbaum, Chief Economist. Northern Trust Resurgent energy prices could contribute to higher for longer monetary…
October 2, 2023
The Global Energy Complex is Complex
by Hubert Marleau, Market Economist, Palos Management September 29, 2023 A few weeks ago, I argued that the…
October 1, 2023
Oil Stock Disconnect
by William Smead, Smead Capital Management Dear fellow investors, Some very peculiar price action has been occurring in…
September 19, 2023
What's next for oil prices and energy?
by Maurice FitzMaurice, Sector Portfolio Manager, Energy, Fidelity Investments A Fidelity portfolio manager shares his outlook. Key takeaways…
September 17, 2023