Section
Energy & Natural Resources
979 posts
Energy and Natural Resources Market Diary (June 28, 2010)
Energy and Natural Resources Market Diary (June 28, 2010) Strengths Global crude steel output jumped 30 percent in…
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 (June 28, 2010)
Emerging Markets Diary (June 28, 2010) Strengths China unpegged its currency from the U.S. dollar one week ahead…
World Cup Fever in Africa
This article is a guest contribution by Mark Mobius, Vice Chairman, Franklin Templeton Investments. I’m sure a number…
How politicians excited financial markets' attack on the Eurozone
This article is co-authored by Jacopo Carmassi, Fellow of the Wharton Financial Institutions Center, and Stefano Micossi, Director…
Daring to Compare Today to the 30s (Rosenberg)
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. MARKET COMMENT Perhaps it…
Daniel Arbess - 2010 Investment Strategy
This presentation from star hedge fund manager, Daniel Arbess, a native of Canada, and managing partner of Perella…
True, North, Strong ...
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. Canada: TRUE, NORTH, STRONG…
China's Yuan Policy Shift Not a Game-Changer
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. WHILE YOU WERE SLEEPING…
Europe’s Problems Shift to the Soccer Pitch
This article is a guest contribution by David Andrews, CFA, Director, Investment Management & Research, RichardsonGMP Ltd. Many…
U.S. Equity Market Diary (June 21, 2010)
U.S. Equity Market Diary (June 21, 2010) The figure below shows the performance of each sector in the…
Emerging Markets Diary (June 21, 2010)
Emerging Markets Diary (June 21, 2010) Strengths Further progress was made in the third round of negotiation between…
Exxon Apostasy, Part II
This article is a guest contribution by Vitaliy Katsenelson, CFA, portfolio manager/director of research at Investment Management Associates…
Exxon Apostasy
This article is a guest contribution by Vitaliy Katsenelson, CFA, portfolio manager/director of research at Investment Management Associates…
How a Drilling Ban Hurts the Little Guys
While the world waits for oil to stop gushing from the ocean floor, a large group of Americans are waiting to go back to work.
Offshore drilling has been shut down since the Deepwater Horizon accident in mid-April that claimed 11 lives and started the ...
Did Imbalances Cause the Crisis?
This article is a guest contribution from Kati Suominen, Trans-Atlantic Fellow at the German Marshall Fund in Washington,…
