Section
Energy & Natural Resources
979 posts
Bullish on Commodities
It’s no secret that we’re long-term bullish on commodities.
Our boiled-down viewpoint: there will likely be short-term volatility in the sector, but we believe the enduring strength of the global growth story being led by China and other ke...
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...
Three Stock Ideas from Highwater's Ara Nalbandian
BNN's portfolio manager interviews are a great repository of investment ideas from across the asset management spectrum. Today…
Three Stock Ideas from Middlefield's Robert Lauzon
BNN's portfolio manager appearances are a great repository of investment ideas from across the asset management spectrum. Today,…
Heavy Metal! (Andrews)
by David Andrews CFA, Private Client Strategist, Richardson GMP Ltd. Relax, the reference has nothing to do with…
Crude Oil Inventories Still Way Above Average (Bespoke)
This week's energy inventory report from the EIA showed that crude oil stockpiles declined by 1.853 million barrels…
Energy and Natural Resources Market Diary (September 13, 2010)
Energy and Natural Resources Market Diary (September 13, 2010) Strengths Steel prices on the Chinese domestic market rose…
Emerging Markets Diary (September 13, 2010)
Emerging Markets Diary (September 13, 2010) Jack Dzierwa, co-manager of the Global MegaTrends Fund (MEGAX) and Global Emerging…
Nine Bullish Arguments for Gold
Dr. Martin Murenbeeld, chief economist for Dundee Wealth Economics and one of the smartest gold minds around, recently released his latest chart book – hundreds of useful visuals to help him tell the gold and commodity stories.
Dr. Murenbeeld als...
5 Kids Meals to Avoid (at all costs), and other Weekend Reads
Here are this weekend's reading diversions for your enlightenment and enjoyment. Have a great weekend! Meg Wolff: 7…
Niels Jensen: "Beggar Thy Neighbour" (September 2010)
The Absolute Return Letter September 2010 Beggar thy Neighbour "I am deeply ashamed to know that I won't…
Gold Market Diary (September 7, 2010)
Gold Market Diary (September 7, 2010) For the week, spot gold closed at $1,246.75 per ounce, up $8.65,…
Energy and Natural Resources Market Diary (September 7, 2010)
Energy and Natural Resources Market Diary (September 7, 2010) Strengths Goldcorp outbid rival Eldorado for Australian miner Andean…
Emerging Markets Diary (September 7, 2010)
Emerging Markets Diary (September 7, 2010) Strengths India’s GDP expanded by 8.8 percent year-over-year in the second quarter,…
Energy and Natural Resources Market Diary (August 30, 2010)
Energy and Natural Resources Market Diary (August 30, 2010) Strengths Despite concerns over global growth, the price of…
Emerging Markets Diary (August 30, 2010)
Emerging Markets Diary (August 30, 2010) Strengths Thailand’s GDP expanded by a higher-than-expected 9.1 percent in the second…
