Chart of the Day: There She Blows!
The US's shale revolution continues to forge ahead at eye-watering speed. As we have highlighted in a series of notes, a feature of recent years...
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The Market Sentimentalist - No Pain, No Gain
IntroductionThe recent pullback in stocks has felt brutal, a sense compounded by the exceptionally benign market environment that investors have...
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Rising Canadian Crude Production: Too Much of a Good Thing?
The predicament of rising crude production and constrained access to markets is not a new one for Canada. But it may be about to get worse.The...
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Single Chart Inflection Point that Will Define Risk in 1H 2018
This insight outlines the tight oil/equity correlation within the context of the oil/USD link and outlines why Euro resistance is the make or break...
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The Market Sentimentalist - Confusion Reigns (The Crude Oil Price and the Global Economy)
Introduction Ever since the OPEC-induced shocks in the mid-to-late 1970s, which ushered in a period of extreme economic and financial volatility...
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