Section
Energy & Natural Resources
996 posts
Mr President: spend, spend, spend
The United States is ready to roll towards prosperity, if a good hard shove can be given in…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
McCulley: The Paradox of Deleveraging will be Broken
Paul McCulley, Managing Director and Portfolio Manager, PIMCO, earlier this year wrote a landmark discussion piece titled, "The…
Hendry: Going long on government bonds
By Hugh Hendry Published: November 19 2008 16:03 Someone once said there are certain things that cannot be…
Worst Oil Bear in Decades
The 53% decline in oil prices since September 22, 2008, without a 20% rally is the biggest since…
Donald Coxe: Barron's Interview
This week's issue of Barron's features an in depth interview with Don Coxe, Chief Investment Strategist, BMO Capital…
Donald Coxe: Post US Election Analysis
Donald Coxe and his colleagues at BMO Harris provided their post-election views following the Obama victory: Donald Coxe,…
Commodities Snapshot
A snapshot view of commodities reveals that they have all experienced some mild recovery at the end of…
Better To Be Late, Amid Credit Crises: Thomas Barrack, Jr.
Thomas J. Barrack Jr., billionaire and Founder of Colony Capital, which controls $39-billion in real estate assets, in…
Commodity Snapshot
Judging by the way that commodities prices have literally been "drawn and quartered" since July, its obvious that…
Hendry: 10-20 Years to Recover Thanks to ECB
Hugh Hendry, CIO, Eclectica Asset Management told Power Lunch Europe that it will take 10-20 years to heal…
Cramer: Dow 8300, Oil $50, Obama
From Jim Cramer in New York magazine: What will New York look like a year from now? The…
European Credit Crisis Deepens Global Selloff
Ongoing credit market turmoil and a rapidly deteriorating economic outlook have hit global equities very hard. Ongoing credit…
Credit Crisis Observations
Niels Jensen and Jan Wilhelmsen of Absolute Return Partners (www.arpllp.com) produced an informative analysis of the credit crisis…
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…
