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...
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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...
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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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