Unloved & Undervalued; Adding Golden Agri to Our List of 5-Yr Doubles
INVESTMENT VIEW: We are adding Golden Agri Resources Ltd (GGR SP) to our list of 5-year doubles. Its shares have fallen 28% year-to-date due to...
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Weekly Oil Views: Oil Tumbles on Demand Fears but Supply Woes Will Lend Support
Brent’s spectacular dive on July 11 wiped $5.46 off the price of the front-month ICE futures contract — the biggest single-day loss in seven years...
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Weekly Oil Views: Saudis Begin to Pump More, but Overshadowed by Outages
Saudi Arabia and Russia began ratcheting up production in June, but the approximately 560,000 b/d combined boost -- majority of it from Saudi...
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Oil Stall for Roll into Brent for a Final High
We outlined a slide from WTI 72 back to 63.50 for a tactical rise (we trimmed our short at 65). However, push aggressively through WTI 67 reversed...
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Weekly Oil Views: Trump Is at It Again. Expects OPEC+ to Replace 100% of Iranian Supply
Barely had Saudi Arabia and Russia managed to rein in Brent's leaps towards the $80/barrel mark with a hard-earned OPEC/non-OPEC deal to...
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