Section
Energy & Natural Resources
979 posts
The U.S. Oil Glut
This note is a guest contribution by Bespoke Investment Group. Although US oil inventories declined by 475K barrels…
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...
Tracking Performance of Base Metals
Base metal prices took a big hit from the financial crisis but many of the metals are now seeing their shine return. Since late 2008, copper has experienced the strongest rebound (up 137 percent through mid-September) followed by nickel and lead.
The o...
Hemlines and Investment Styles (Howard Marks - September 2010)
This article is a guest contribution by Howard Marks, Chairman, Oaktree Capital. Memo to: Oaktree Clients From: Howard…
Energy and Natural Resources Market Diary (September 27, 2010)
Energy and Natural Resources Market Diary (September 26, 2010) Strengths Australia raised its forecast for commodity exports this…
Inflation when the economy is in the dumps
This article is a guest contribution by Andre Meier, Economist in the European Department of the International Monetary…
Commodity Snapshot 9/22/2010 (Bespoke)
With gold breaking to record highs every day lately, we thought now was as good a time as…
A Long Recovery Road (Brown)
by Dr. Scott Brown, Chief Economist, Raymond James September 20 – October 1, 2010 The financial crisis began…
Diminished expectations, double dips, and external shocks: The decade after the fall
Is the global economic recovery about to grind to a halt? This column provides evidence on economic performance…
Three (income-producing) Stock Ideas from Aston Hill's Ben Cheng
BNN's portfolio manager interviews are a great repository of investment ideas from across the asset management spectrum. Today…
Technology Goes for Gold (Andrews)
Mostly favorable economic and regulatory news helped stocks to another consecutive weekly gain. Technology stocks and the rising…
Mr. Energy
Mr. Energy by Jeffrey Saut, Raymond James September 20, 2010 “Change of a long-term or secular nature is…
Energy and Natural Resources Market Diary (September 20, 2010)
Energy and Natural Resources Market Diary (September 20, 2010) Strengths According to data from the U.S. International Trade…
Emerging Markets Diary (September 20, 2010)
Emerging Markets Strengths Indonesia’s foreign exchange reserve reached $81.3 billion in August, representing an increase of $15 billion…
Gold, Oil, and China
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. It's been a lively year for both…
Three Stock Ideas from Gavin Graham
BNN's portfolio manager interviews are a great repository of investment ideas from across the asset management spectrum. Today…
