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Energy & Natural Resources
961 posts
Is Europe Changing Its Tune on Nuclear Power?
by Frank Holmes, CEO, CIO, U.S. Global Investors Winter is coming for Europe, and energy prices are soaring…
Fuel For Thought
by Carl Tannenbaum, Chief Economist, Northern Trust Markets are expecting lower gasoline prices ahead. I had to fill…
Gasoline Prices Are Falling, but at What Cost?
by Frank Holmes, CEO, CIO, U.S. Global Investors Gasoline consumers around the world, from families to businesses, have…
Cracking and Pivoting
by Stephen Vanelli, CFA, Knowledge Leaders Capital The President today asked Congress for a gasoline tax holiday to…
Oil Price Reversions – The Inevitable Outcome Of Recessions
by Lance Roberts, RIA An oil price and energy stock price reversion may be starting. The reason is…
The intersection of ESG and mining companies
by Alex Cousley, Russell Investments ESG (environmental, social and governance) has become a key focus of the investment…
Divergences in the Energy Patch
by Stephen Vanelli, CFA, Knowledge Leaders Capital Crude oil and energy equities have been on a tear for…
Energy Desperados
by William Smead, Smead Capital Management Dear fellow investors, Desperado Why don’t you come to your senses? You’ve…
Andrew Beer on Simplifying Managed Futures and Liquid Alts Exposure
Listen on The Move (audio only) Our very special guest Andrew Beer, has a fascinating background and career…
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
Are High Energy Prices Here to Stay?
by Dillon Culhane, CFA®, CPA, CA, AGF Management Ltd. Russia’s invasion of Ukraine has caused commodity prices to…
Energy Markets in View
by Frederick Fromm, CFA, Franklin Templeton Investments Commodity Markets in Disarray Commodities have been soaring since the second…
Sell Energy Stocks? The Time May Be Approaching
by Lance Roberts, RIA Sell energy stocks? Such certainly seems counter-intuitive advice given high oil prices, geopolitical stress,…
Morgan Stanley: Global Carbon Credits Primer 2022
by Jessica Alsford, Equity Strategist, Morgan Stanley Copyright © Morgan Stanley
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
