Section
Energy & Natural Resources
984 posts
Credit Crisis Observations
Niels Jensen and Jan Wilhelmsen of Absolute Return Partners (www.arpllp.com) produced an informative analysis of the credit crisis…
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...
Oil Front Month Contract Goes Haywire
Today's trading in the oil saw the front month October contract, which rolled over today, close at $123,…
Highs and Lows of the Week
The following chart shows how the ten sectors of the S&P 500 performed this week in the context of…
Oil Closes at $104
Oil prices rallied back over $100 in the midst of this weeks turmoil, to close Friday at $104, up…
Rob Fraim's Call on Energy
September 17, 2008 - The fall in the price of oil during the past two months may not have surprised everyone,…
Energy-Led Correction: Capitulation Selling Underway?
BCA Research postulates that commodities are in a bull market consolidation and that it does not appear to…
Mobius: Positive on Commodities, China
Mark Mobius, executive chairman of Templeton Asset Management, is very positive on commodities, especially integrated emerging markets oil…
The Devil's Dictionary for Financial Markets
The Devil's Dictionary, was originally published by Ambrose Bierce. Think of him as the forgotten brother of Mark…
Hendry: Speculation is Dead, Gold is Heading to $600
As you know, GreenLightAdvisor.com is a huge fan of the outspoken Hugh Hendry, CIO, Eclectica Asset, who has…
Commodity Snapshot
Below we provide Bespoke's trading range charts of ten major commodities. The green shading represents two standard deviations…
Largest Companies in the World
Once again, we continue to be impressed by the charting and tabling work that Bespoke Investment Group compiles…
BCA: Is China Losing Competitiveness
There is little evidence to suggest that Chinese manufacturing competitiveness has deteriorated meaningfully. The mainstream media has been…
Q4 Oil Price Targets
Below we highlight the recent survey of strategist price targets for oil in the fourth quarter of 2008.…
Cost of Rising Commodities Falls
Last week, we highlighted that the rising prices of commodities during 2008 was costing the average American an…
Hendry: De-flation is Contrarian
Hugh Hendry, CIO, Partner, Eclectica "Bonds! The credit crunch â youâve got to go back to 1942 to…