Section
Energy & Natural Resources
979 posts
Energy and Natural Resources Market Diary (July 26, 2010)
Energy and Natural Resources Market Diary (July 26, 2010) Strengths Crude oil gained 4 percent this week to…
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...
Emerging Markets Diary (July 26, 2010
Emerging Markets Diary (July 26, 2010) Strengths Taiwan’s unemployment rate dropped to 5.2 percent, the tenth consecutive monthly…
Chart of the Week - Oil Demand Returns
China was crowned the world’s top energy consumer earlier this week but demand growth in all parts of the world except Western Europe has pushed global oil demand growth past pre-financial crisis levels. Oil-industry analyst PIRA is forecasting d...
What are the Bulls Looking At? (Rosenberg)
This article is a guest contribution from David Rosenberg, Chief Market Economist, Gluskin Sheff. WHILE YOU WERE SLEEPING…
Jeremy Grantham: Everything You Need to Know About Global Warming in 5 Minutes
Jeremy Grantham, who has long had investments in Timber and Natural Resources, puts a surprising smackdown on the…
Mobius: Comments on Brazil, India, and Emerging Markets
This article is a guest contribution from Mark Mobius, Vice-chairman, Franklin Templeton Investments. Here are my responses to…
A New Age of Energy
Five years ago, nearly every natural resource investor knew two things to be true. First, South Africa was the world’s largest producer of gold and second, that the U.S. used more energy than anyone else in the world. Titles both countries had he...
James Paulsen: Double-Dip or Soft Patch???
Double-Dip or Soft Patch??? by James Paulsen, Chief Investment Officer, Wells Capital Management. July 16, 2010 Consecutive monthly…
Energy and Natural Resources Market Diary (July 19, 2010)
Energy and Natural Resources Market Diary (July 19, 2010) Strengths China’s crude oil imports reached a monthly record…
Emerging Markets Diary (July 19, 2010)
Emerging Markets Diary (July 19, 2010) Strengths China’s inflation rate for June came in at 2.9 percent versus…
Why Bullion is Outperforming Mining Stocks
Why Bullion is Outperforming Mining Stocks But it doesn’t have to be an either/or decision As published in…
Stocks like the Heat
by David Andrews CFA, Director, Investment Management & Research, Richardson GMP Limited. Searing heat and humidity engulfed much…
Emerging Markets Diary (July 12, 2010)
Emerging Markets Diary (July 12, 2010) Strengths China’s central bank indicated that its monetary policy would remain appropriate…
Energy and Natural Resources Market Diary (July 12, 2010)
Energy and Natural Resources Market Diary (July 12, 2010) Strengths Crude oil futures (NYMEX) gained over 5 percent…
The Prototype for a Major New Energy Industry
by Dr. Kent Moors , OilandEnergyInvestor.com. An otherwise overlooked announcement last week may hold the key to a…
