Section
Energy & Natural Resources
979 posts
Increasing Risks (Boeckh)
The artificial nature of the U.S. economic recovery from the recession lows has always been obvious. In recent…
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...
"Canadian Corporate Bonds for Their Strong Balance Sheets" (Rosenberg)
The following is a transcript of the Consuelo Mack WealthTrack interview with David Rosenberg, Chief Market Economist, Gluskin…
Bespoke's Commodity Snapshot
Below we highlight our trading range charts of ten major commodities. In each chart, the green shading represents…
India to Open Equity Markets to Foreign Retail Investors
This article is a guest contribution by American Century Investments. Over the past few years, India has moved…
Merging but Not Surging (Andrews)
This article is a guest contribution by David Andrews, CFA, Director, Investment Management and Research, Richardson GMP Ltd.…
BP's Got Money Problems (Moors)
This article is a guest contribution by Dr. Kent Moors, of The Oil and Energy Investor. The drilling…
Energy and Natural Resources Market Diary (August 23, 2010)
Energy and Natural Resources Market Diary (August 23, 2010) Strengths According to China's ministry of industry and information…
Debt and Growth Revisited (Reinhart, Rogoff)
This article is a guest contribution by Carmen Reinhart and Kenneth Rogoff, via VoxEU.org. With the advanced economies…
The Next Afghan Battlefield is Oil (Moors)
This article is a guest contribution by Dr. Kent Moors, The Oil and Energy Investor. After a long…
Chart of the Week: China’s Energy Needs
All indications are that China will see a GDP growth slowdown through the end of 2010 as the Beijing government works to take some of the heat out of property prices in the country’s key cities.
We see this short-term slowdown as a good thing in ...
Rosenberg: Double Dip or Single Scoop?
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. A few readers have…
Russia: Insights from Templeton’s Emerging Markets Analyst Conference
This article is a guest contribution by Mark Mobius, Vice-chairman, Franklin Templeton Investments. We just had our semi-annual…
Eric Sprott: "Fooled by Stimulus" (August 2010)
By Eric Sprott & David Franklin, Sprott Asset Management. Despite our firm’s history of investing primarily in equities,…
Energy and Natural Resources Market Diary (August 16, 2010)
Energy and Natural Resources Market Diary (August 16, 2010) Strengths The Baltic Dry Index of freight rates jumped…
Byron Wien: Investment Outlook (August 2010)
This commentary is a guest contribution from Byron Wien, Vice-chairman, Blackstone Group. Blackstone is pleased to offer the…
