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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Teekay Offshore Breakout
Teekay Offshore Partners LP (TOO US) is still down some 50% over the last year. This was due to a continuation of having overleveraged into a...
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