Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
700 Views
MSCI EAFE Inflecting, Aided by Strength in Japan
Improvements in Japan are leading broad developed int’l indexes higher. The MSCI EAFE, local currency is bullishly inflecting above its downtrend...
496 Views
Three Emerging Industry Trends in Oil & Gas That Could Drive Growth in M&A After Slow Down in 2Q18
New oil cycle impact on M&A Since falling to the 12-year minimum of $28 per barrel in January 2016, the Brent crude oil price has climbed by...
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Flash Preview: Who Are the Winners in the Oil and Gas M&A Market? Indonesian E&P Outperforms by 415%
This note is a flash preview from the results of my analysis ranking the top performers in the global upstream oil and gas M&A market which...
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