U.S. Equity Strategy: Tactical Shift in Favoring Value over Growth; Buy Energy; Retailers Bottoming
Short-term rotation is underway. FANG stocks and parts of Tech, both long-term leaders, have become a short-term source of funds. Fortunately, this...
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Int'l Compass: Japan Is Breaking Out; Energy Stocks Are Bottoming; Norway Is Emerging as Leadership
Japan’s breakout adds to an attractive global trendJapan’s base breakout, Europe’s rebound at the 200-day, and EM’s advance to all-time highs –...
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EM Continues to Escort Int'l Markets Higher
In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving...
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Are International Oil Companies Adapting to Climate Change Challenges?
As International Oil Companies (IOC) have now published their FY2016 results, let's compare their level of oil and gas production to see which one...
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Oil Majors 4Q16 Results: After a Difficult 2016, Sentiment Turning Positive for 2017
This report covers: Exxon Mobil Corp (XOM US), Chevron Corp (CVX US), Royal Dutch Shell PLC (RDSA LN), BP PLC (BP/ LN EQUITY), Total Sa (FP FP),...
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