March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
221 Views
Risk On/Off Inflection Pivots
Chartonics webcast Thursday 25 February 2016Risk on/off triggersTo view click on this link: http://www.screencast.com/t/tcb804OIQI 4:17 min.We see...
315 Views
Oil and Gas Price Outlook: Updating Our Near-Term Methodology for Forecasting Prices
Given the large discrepancy that has emerged between 2017-18 Brent futures prices (currently $40-$47 per barrel) and the Morningstar energy team's...
235 Views
2016 Names Not Trades and a Tough Energy Environment (And Other Recent Visits)
I outlined my 2016 quick takeaways from visiting clients, ex-clients and friends prior to the break (2016 A year of Reckoning, 23 December 2015),...
458 Views
Oil Price Outlook: All Signs Point to a Brutal Near-Term and a Meaningful Long-Term Recovery
Although we continue to believe that crude oil prices are well below the levels required to incentivize sufficient investment to meet demand beyond...
305 Views